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 |
|---|---|---|
CLARK NUBER11+ years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $12,012 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,592 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $137,714 | $60,022+129.4% | $88,946+54.8% | $84,808+62.4% |
| Participation rate | 36.8% | 57.8%-21.0pp | 68.8%-32.0pp | 68.3%-31.5pp |
| Annual return | 13.19% | 22.43%-9.2pp | 57.82%-44.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,755 | $3,114+149.1% | $4,581+69.3% | $4,212+84.1% |
| Admin fee / account holder | $156 | $4,811-96.8% | $8,261-98.1% | $7,344-97.9% |