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 |
|---|---|---|
NORTHWEST BANK8 years Service code 15 · EIN 24-6402875 | Recordkeeping | $67,193 |
Service code 10 · EIN 04-3728817 | Accounting | $19,325 |
DEFINITI LLC2 years Service code 13 2201 TIMBERLOCH PLACE, SUITE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $9,734 |
Filed as: LIPSITZ GEEN SCIME CAMBRIA LLP Service code 29 · EIN 16-0905097 | Legal | $6,258 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,897 | $241,101-85.1% | $103,333-65.3% | $199,593-82.0% |
| Participation rate | 48.4% | 78.3%-29.9pp | 74.5%-26.1pp | 72.0%-23.6pp |
| Annual return | 9.77% | 17.80%-8.0pp | 24.88%-15.1pp | 34.25%-24.5pp |
| Employer contribution / active EE | $882 | $4,244-79.2% | $3,868-77.2% | $3,034-70.9% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $275 | $288-4.5% | $8,355-96.7% | $269+2.2% |