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 |
|---|---|---|
Filed as: DYATECH LLC Service code 13 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 39157 | Contract Administrator | $3,866 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,473 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,440 | $65,908-67.5% | $81,812-73.8% | $77,643-72.4% |
| Participation rate | 37.4% | 65.8%-28.4pp | 72.3%-35.0pp | 70.6%-33.2pp |
| Annual return | 9.68% | 26.64%-17.0pp | 773.79%-764.1pp | 31.24%-21.6pp |
| Employer contribution / active EE | $943 | $2,370-60.2% | $2,912-67.6% | $2,726-65.4% |
| Participant deferral / active EE | $1,619 | $3,505-53.8% | $4,319-62.5% | $4,647-65.2% |
| Admin fee / account holder | $4 | $526-99.1% | $7,386-99.9% | $430-99.0% |