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 5-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 |
|---|---|---|
Filed as: AMERITAS Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
Filed as: EMPOWER WEALTH ADVISORS Service code 99 4358 LOCKHILL SELMA ROAD · SHAVANO PARK, TX 78249 | Other Fees | $0 |
Filed as: MALCOLM THOMPSON AND ASSOCIATES Service code 49 20445 STATY HWY 249 · HOUSTON, TX 77070 | Other Services | $0 |
Filed as: MESIROW Service code 26 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Participants) | $0 |
STADION MONEY MANAGEMENT1 year Filed as: STADION Service code 26 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,607 | $59,263-21.4% | $96,562-51.7% | $79,386-41.3% |
| Participation rate | 30.6% | 61.9%-31.3pp | 69.8%-39.2pp | 70.7%-40.1pp |
| Annual return | 13.28% | 27.07%-13.8pp | 37.78%-24.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $123 | $1,216-89.9% | $2,356-94.8% | $2,427-94.9% |
| Participant deferral / active EE | $1,500 | $2,948-49.1% | $3,849-61.0% | $4,046-62.9% |
| Admin fee / account holder | $366 | $658-44.4% | $6,181-94.1% | $626-41.5% |