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 26 · EIN 65-0978008 | Advisory (Participants) | $17,883 |
DEFINITI LLC1 year Filed as: DEFINITI-LLC Service code 13 · EIN 85-0833363 | Contract Administrator | $1,114 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 | Investment Management | $19 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $12 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,262 | $53,901-43.9% | $134,143-77.4% | $73,488-58.8% |
| Participation rate | 58.9% | 62.8%-3.9pp | 72.2%-13.2pp | 70.7%-11.8pp |
| Annual return | 29.49% | 15.82%+13.7pp | 36.33%-6.8pp | 28.51%+1.0pp |
| Employer contribution / active EE | $1,715 | $1,458+17.6% | $3,704-53.7% | $2,270-24.4% |
| Participant deferral / active EE | $4,643 | $2,739+69.5% | $3,499+32.7% | $3,740+24.2% |
| Admin fee / account holder | $22 | $581-96.2% | $6,684-99.7% | $513-95.7% |