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 |
|---|---|---|
SWERDLIN & COMPANY3 years Filed as: SWERDLIN NORTHEAST LLC Service code 13 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Contract Administrator | $33,295 |
Filed as: GREAT WEST LIFE ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,547 |
Filed as: GUIDANCE POINT RETIREMENT Service code 27 136 COMMERCIAL ST · PORTLAND, ME 04101 | Advisory (Plan) | $14,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,373 | $39,948+26.1% | $89,391-43.6% | $73,409-31.4% |
| Participation rate | 62.5% | 50.4%+12.1pp | 68.0%-5.5pp | 72.2%-9.7pp |
| Annual return | 21.35% | 50.12%-28.8pp | 245.62%-224.3pp | 59.29%-37.9pp |
| Employer contribution / active EE | $1,459 | $1,200+21.6% | $2,586-43.6% | $2,234-34.7% |
| Participant deferral / active EE | $4,634 | $2,193+111.3% | $3,890+19.1% | $3,805+21.8% |
| Admin fee / account holder | $179 | $134+33.6% | $4,881-96.3% | $158+13.6% |