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 |
|---|---|---|
Filed as: PARK AND ELM INS Service code 16 · EIN 27-1332437 | Consulting | $18,012 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $736 |
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 | $43,784 | $130,194-66.4% | $169,993-74.2% | $71,457-38.7% |
| Participation rate | 83.5% | 86.1%-2.6pp | 87.0%-3.5pp | 67.9%+15.6pp |
| Annual return | 18.25% | 20.37%-2.1pp | 53.37%-35.1pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,776 | $4,381-59.5% | $6,785-73.8% | $2,588-31.4% |
| Participant deferral / active EE | $3,156 | $6,923-54.4% | $10,408-69.7% | $4,289-26.4% |
| Admin fee / account holder | $5 | $966-99.5% | $12,815-100.0% | $1,587-99.7% |