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 |
|---|---|---|
DEFINITI LLC2 years Service code 15 3 HOLLAND STREET · ERIE, PA 16507 | Recordkeeping | $9,202 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,919 | $50,815-52.9% | $155,509-84.6% | $77,643-69.2% |
| Participation rate | 50.0% | 63.1%-13.1pp | 78.2%-28.2pp | 70.6%-20.6pp |
| Annual return | 13.26% | 34.80%-21.5pp | 64.67%-51.4pp | 31.24%-18.0pp |
| Employer contribution / active EE | $241 | $1,993-87.9% | $4,672-94.8% | $2,726-91.1% |
| Participant deferral / active EE | $902 | $2,822-68.0% | $5,626-84.0% | $4,647-80.6% |
| Admin fee / account holder | $34 | $437-92.3% | $15,912-99.8% | $430-92.2% |