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 |
|---|---|---|
MARCO CONSULTING GROUP1 year Filed as: MARCO TREND LLC Service code 99 | Other Fees | $41,389 |
Filed as: PLAN DESIGN CONSULTANTS Service code 49 · EIN 71-0294708 | Other Services | $6,413 |
MACRO TREND LLC7 years Service code 99 · EIN 45-5379558 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,239 | $129,095-68.8% | $184,200-78.2% | $77,671-48.2% |
| Participation rate | 92.3% | 87.3%+5.0pp | 86.8%+5.5pp | 70.6%+21.7pp |
| Annual return | 14.41% | 33.29%-18.9pp | 28.80%-14.4pp | 31.21%-16.8pp |
| Employer contribution / active EE | $2,751 | $4,410-37.6% | $6,424-57.2% | $2,726+0.9% |
| Participant deferral / active EE | $4,827 | $7,300-33.9% | $9,132-47.1% | $4,648+3.9% |
| Admin fee / account holder | $163 | $256-36.1% | $13,907-98.8% | $430-62.0% |