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 1801 MARKET STREET · PHILADELPHIA, PA 19102 | Contract Administrator | $0 |
ROOSEVELT INVESTMENTS3 years Service code 28 570 LEXINGTON AVE · NEW YORK, NY 10022 | Investment Management | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,669 | $56,485-56.3% | $185,823-86.7% | $86,799-71.6% |
| Participation rate | 42.7% | 65.5%-22.8pp | 81.7%-39.0pp | 72.3%-29.6pp |
| Annual return | 22.04% | 118.04%-96.0pp | 122.05%-100.0pp | 97.91%-75.9pp |
| Employer contribution / active EE | $691 | $1,843-62.5% | $5,167-86.6% | $2,405-71.3% |
| Participant deferral / active EE | $433 | $2,553-83.1% | $5,568-92.2% | $4,131-89.5% |
| Admin fee / account holder | $305 | $150+104.0% | $16,237-98.1% | $170+80.0% |