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 15 · EIN 35-0145825 | Recordkeeping | $21,153 |
J DEREK LEWIS AND ASSOCS5 years Service code 26 · EIN 95-3532990 | Advisory (Participants) | $13,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $12,512 | $80,724-84.5% | $103,333-87.9% | $74,495-83.2% |
| Participation rate | 44.9% | 65.7%-20.8pp | 74.5%-29.6pp | 67.2%-22.3pp |
| Annual return | 17.94% | 27.56%-9.6pp | 24.88%-6.9pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $1,038 | $3,157-67.1% | $3,868-73.2% | $2,623-60.4% |
| Participant deferral / active EE | $949 | $3,860-75.4% | $5,057-81.2% | $4,346-78.2% |
| Admin fee / account holder | $67 | $2,368-97.2% | $8,355-99.2% | $1,942-96.6% |