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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,289 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 | Contract Administrator | $34,315 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 · EIN 56-1762637 | Contract Administrator | $6,760 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $54,629 | $95,880-43.0% | $107,525-49.2% | $85,563-36.2% |
| Participation rate | 55.3% | 70.1%-14.8pp | 75.1%-19.7pp | 66.0%-10.6pp |
| Annual return | 17.13% | 68.06%-50.9pp | 181.32%-164.2pp | 31.51%-14.4pp |
| Employer contribution / active EE | $1,991 | $3,812-47.8% | $3,754-46.9% | $2,654-25.0% |
| Participant deferral / active EE | $3,012 | $4,201-28.3% | $5,116-41.1% | $4,375-31.2% |
| Admin fee / account holder | $121 | $1,025-88.2% | $8,919-98.6% | $834-85.5% |