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 NUBER10+ years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $11,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,263 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,771 | $57,057+99.4% | $85,009+33.8% | $80,874+40.7% |
| Participation rate | 43.4% | 56.4%-13.0pp | 67.5%-24.1pp | 67.6%-24.3pp |
| Annual return | 15.52% | 21.66%-6.1pp | 66.47%-50.9pp | 35.62%-20.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $16,990 | $3,112+446.0% | $4,522+275.7% | $4,297+295.4% |
| Admin fee / account holder | $106 | $4,986-97.9% | $6,153-98.3% | $6,935-98.5% |