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 |
|---|---|---|
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $14,744 |
DEFINITI LLC3 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Contract Administrator | $13,975 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,707 | $59,402-71.9% | $93,654-82.2% | $74,546-77.6% |
| Participation rate | 90.1% | 59.7%+30.4pp | 68.7%+21.3pp | 67.2%+22.9pp |
| Annual return | 11.67% | 81.86%-70.2pp | 133.34%-121.7pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $106 | $1,265-91.6% | $2,421-95.6% | $2,624-95.9% |
| Participant deferral / active EE | $0 | $3,049-100.0% | $4,413-100.0% | $4,347-100.0% |
| Admin fee / account holder | $115 | $3,023-96.2% | $8,282-98.6% | $1,944-94.1% |