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 |
|---|---|---|
DOMANI WEALTH LLC1 year Service code 27 381 MANSFIELD AVE STE 500 · PITTSBURGH, PA 15220 | Advisory (Plan) | $22,782 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $3,179 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $2,128 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,357 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,969 | $61,473-52.9% | $81,930-64.6% | $73,409-60.5% |
| Participation rate | 57.7% | 72.4%-14.7pp | 72.0%-14.3pp | 72.2%-14.5pp |
| Annual return | 10.60% | 28.26%-17.7pp | 29.49%-18.9pp | 59.29%-48.7pp |
| Employer contribution / active EE | $181 | $1,898-90.5% | $4,310-95.8% | $2,234-91.9% |
| Participant deferral / active EE | $1,138 | $3,080-63.0% | $7,107-84.0% | $3,805-70.1% |
| Admin fee / account holder | $188 | $125+49.5% | $5,158-96.4% | $158+18.8% |