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 8-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 |
|---|---|---|
MITCHELL & TITUS, LLP2 years Service code 10 · EIN 13-2781641 | Accounting | $57,690 |
Filed as: NORTHWEST PLAN SERVICES Service code 16 · EIN 91-2090931 | Consulting | $27,892 |
FINANCIAL ENGINES4 years Service code 16 · EIN 94-3250323 | Consulting | $23,234 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,235 | $174,559+33.0% | $105,387+120.4% | $67,579+243.6% |
| Participation rate | 38.7% | 88.2%-49.5pp | 82.6%-43.9pp | 71.3%-32.6pp |
| Annual return | 9.49% | 23.63%-14.1pp | 26.82%-17.3pp | 378.56%-369.1pp |
| Employer contribution / active EE | $4,083 | $4,874-16.2% | $4,213-3.1% | $2,148+90.1% |
| Participant deferral / active EE | $11,234 | $7,563+48.5% | $5,502+104.2% | $3,539+217.4% |
| Admin fee / account holder | $383 | $270+41.6% | $6,559-94.2% | $142+169.0% |