See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ROCK OF AGES CORPORATION2 years Service code 10 · EIN 03-0153200 | Accounting | $5,169 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $2,359 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,154 | $82,274-8.7% | $152,466-50.7% | $79,386-5.3% |
| Participation rate | 61.4% | 76.4%-15.0pp | 78.2%-16.8pp | 70.7%-9.3pp |
| Annual return | 16.42% | 7959.84%-7943.4pp | 757.33%-740.9pp | 116.85%-100.4pp |
| Employer contribution / active EE | $401 | $3,613-88.9% | $4,327-90.7% | $2,427-83.5% |
| Participant deferral / active EE | $2,539 | $4,969-48.9% | $5,820-56.4% | $4,046-37.3% |
| Admin fee / account holder | $45 | $632-92.9% | $15,805-99.7% | $626-92.9% |