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 13 · EIN 42-0127290 | Contract Administrator | $107,790 |
KILPATRICK TOWNSEND1 year Filed as: KILPATRICK Service code 29 · EIN 58-0511774 | Legal | $38,990 |
Filed as: ECONOMIC GROUP PENSION SERVICES, LL Service code 49 · EIN 86-2963468 | Other Services | $13,071 |
Service code 26 · EIN 82-1434504 | Advisory (Participants) | $9,565 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,640 | $52,224-81.5% | $88,946-89.2% | $102,872-90.6% |
| Participation rate | 58.1% | 40.8%+17.3pp | 68.8%-10.8pp | 73.0%-14.9pp |
| Annual return | 18.71% | 16.96%+1.8pp | 57.82%-39.1pp | 19.06%-0.3pp |
| Employer contribution / active EE | $1,625 | $1,241+31.0% | $2,555-36.4% | $3,526-53.9% |
| Participant deferral / active EE | $2,864 | $2,611+9.7% | $4,581-37.5% | $5,535-48.2% |
| Admin fee / account holder | $53 | $1,723-96.9% | $8,261-99.4% | $292-82.0% |