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 | $94,722 |
ROOSEVELT INVESTMENTS5 years Service code 28 570 LEXINGTON AVE · NEW YORK, NY 10022 | Investment Management | $10,938 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,045 | $47,126-51.1% | $149,673-84.6% | $74,419-69.0% |
| Participation rate | 63.1% | 63.4%-0.3pp | 78.8%-15.6pp | 70.7%-7.6pp |
| Annual return | 10.06% | 22.75%-12.7pp | 134.42%-124.4pp | 34.38%-24.3pp |
| Employer contribution / active EE | $1,126 | $1,905-40.9% | $4,818-76.6% | $2,637-57.3% |
| Participant deferral / active EE | $835 | $2,728-69.4% | $5,680-85.3% | $4,528-81.6% |
| Admin fee / account holder | $238 | $343-30.5% | $13,210-98.2% | $348-31.6% |