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 |
|---|---|---|
MARCUM LLP3 years Service code 10 · EIN 11-1986323 | Accounting | $16,995 |
STIFEL NICOLAUS & CO INC1 year Service code 55 · EIN 43-0538770 | Other Commissions | $15,491 |
Service code 37 · EIN 04-2647786 | Loan Processing | $178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $137,934 | $87,733+57.2% | $106,548+29.5% | $85,850+60.7% |
| Participation rate | 56.5% | 71.9%-15.5pp | 76.1%-19.7pp | 69.3%-12.9pp |
| Annual return | 9.33% | 21.86%-12.5pp | 26.80%-17.5pp | 318.53%-309.2pp |
| Employer contribution / active EE | $363 | $2,073-82.5% | $2,819-87.1% | $2,565-85.8% |
| Participant deferral / active EE | $1,462 | $3,469-57.9% | $4,398-66.8% | $3,952-63.0% |
| Admin fee / account holder | $301 | $6,767-95.5% | $7,407-95.9% | $6,260-95.2% |