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 |
|---|---|---|
FORVIS MAZARS, LLP2 years Filed as: FORVIS WEALTH ADVISORS Service code 27 910 E ST LOUIS STREET · SPRINGFIELD, MO 658062570 | Advisory (Plan) | $34,390 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,193 |
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 | $60,782 | $76,670-20.7% | $96,683-37.1% | $71,457-14.9% |
| Participation rate | 69.4% | 66.6%+2.8pp | 74.3%-5.0pp | 67.9%+1.5pp |
| Annual return | 18.88% | 48.29%-29.4pp | 35.69%-16.8pp | 28.85%-10.0pp |
| Employer contribution / active EE | $873 | $3,031-71.2% | $3,737-76.6% | $2,588-66.2% |
| Participant deferral / active EE | $4,316 | $3,771+14.5% | $4,878-11.5% | $4,289+0.6% |
| Admin fee / account holder | $292 | $2,028-85.6% | $6,730-95.7% | $1,587-81.6% |