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 |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $41,350 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $18,931 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLEY VIRCHOW Service code 16 · EIN 39-0859910 | Consulting | $16,000 |
Service code 16 · EIN 11-2503193 | Consulting | $14,753 |
SMITH & DOWNEY1 year Service code 16 · EIN 52-1839270 | Consulting | $8,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,820 | $95,542-75.1% | $69,455-65.7% | $67,579-64.8% |
| Participation rate | 63.0% | 79.4%-16.3pp | 74.6%-11.6pp | 71.3%-8.2pp |
| Annual return | 4.05% | 17.67%-13.6pp | 28.97%-24.9pp | 378.56%-374.5pp |
| Employer contribution / active EE | $1,232 | $2,989-58.8% | $2,779-55.7% | $2,148-42.6% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,535-100.0% | $3,539-100.0% |
| Admin fee / account holder | $145 | $90+61.4% | $3,839-96.2% | $142+1.9% |