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 9-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 15 · EIN 35-0145825 | Recordkeeping | $65,014 |
DWC - THE 401(K) EXPERTS1 year Filed as: DWC Service code 10 · EIN 84-0795096 | Accounting | $39,593 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,852 | $50,815-17.6% | $155,509-73.1% | $77,643-46.1% |
| Participation rate | 35.7% | 63.1%-27.4pp | 78.2%-42.5pp | 70.6%-34.9pp |
| Annual return | 11.25% | 34.80%-23.6pp | 64.67%-53.4pp | 31.24%-20.0pp |
| Employer contribution / active EE | $1,295 | $1,993-35.0% | $4,672-72.3% | $2,726-52.5% |
| Participant deferral / active EE | $2,298 | $2,822-18.6% | $5,626-59.2% | $4,647-50.5% |
| Admin fee / account holder | $161 | $437-63.0% | $15,912-99.0% | $430-62.5% |