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 27 · EIN 36-4906731 | Advisory (Plan) | $14,259 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,636 |
BENNETT THRASHER LLP1 year Filed as: BENNETT THRASHER Service code 16 3300 RIVERWOOD PARKWAY · ATLANTA, GA 30339 | Consulting | $11,290 |
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 | $43,926 | $91,538-52.0% | $129,995-66.2% | $75,163-41.6% |
| Participation rate | 60.0% | 71.4%-11.4pp | 78.5%-18.5pp | 67.2%-7.2pp |
| Annual return | 18.95% | -631.11%+650.1pp | -137.18%+156.1pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,518 | $2,845-46.7% | $4,320-64.9% | $2,670-43.1% |
| Participant deferral / active EE | $5,132 | $4,341+18.2% | $5,820-11.8% | $4,125+24.4% |
| Admin fee / account holder | $297 | $6,790-95.6% | $10,614-97.2% | $5,651-94.7% |