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 37 · EIN 04-2647786 | Loan Processing | $13,342 |
WHITTLESEY PC1 year Service code 10 · EIN 06-0903326 | Accounting | $10,350 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,652 | $98,727-77.1% | $113,168-80.0% | $85,563-73.5% |
| Participation rate | 71.1% | 80.8%-9.7pp | 76.6%-5.4pp | 66.0%+5.2pp |
| Annual return | 13.15% | 17.43%-4.3pp | 24.27%-11.1pp | 31.51%-18.4pp |
| Employer contribution / active EE | $644 | $2,907-77.8% | $2,975-78.3% | $2,654-75.7% |
| Participant deferral / active EE | $1,120 | $5,424-79.4% | $5,107-78.1% | $4,375-74.4% |
| Admin fee / account holder | $117 | $357-67.2% | $12,068-99.0% | $834-86.0% |