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 15 · EIN 01-0233346 | Recordkeeping | $213 |
PROVENANCE WEALTH ADVISORS2 years Service code 26 · EIN 65-0978008 | Advisory (Participants) | $0 |
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 | $41,396 | $61,052-32.2% | $142,863-71.0% | $79,386-47.9% |
| Participation rate | 59.5% | 60.1%-0.6pp | 71.9%-12.5pp | 70.7%-11.2pp |
| Annual return | 25.28% | 16.02%+9.3pp | 5637.54%-5612.3pp | 116.85%-91.6pp |
| Employer contribution / active EE | $2,186 | $1,481+47.6% | $4,144-47.3% | $2,427-10.0% |
| Participant deferral / active EE | $5,229 | $2,879+81.6% | $3,837+36.3% | $4,046+29.3% |
| Admin fee / account holder | $291 | $659-55.8% | $6,560-95.6% | $626-53.5% |