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 |
|---|---|---|
GOFF BACKA ALFERA & COMPANY2 years Filed as: GOFF BACKA ALFERA & COMPANY, LLC Service code 10 · EIN 27-1871184 | Accounting | $25,500 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$51,220 |
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 | $210,641 | $100,923+108.7% | $150,045+40.4% | $74,304+183.5% |
| Participation rate | 67.3% | 70.1%-2.8pp | 82.3%-15.1pp | 60.3%+6.9pp |
| Annual return | 16.42% | 51.77%-35.3pp | 62.55%-46.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,764 | $3,463-49.1% | $4,693-62.4% | $2,241-21.3% |
| Participant deferral / active EE | $7,098 | $6,709+5.8% | $7,997-11.2% | $3,767+88.4% |
| Admin fee / account holder | $0 | $2,767-100.0% | $13,435-100.0% | $2,969-100.0% |