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 |
|---|---|---|
CERITY PARTNERS5 years Service code 17 11601 WILSHIRE BLVD, SUITE 440 · LOS ANGELES, CA 90025 | Pension Consulting | $78,879 |
CORRELL CO.9 years Service code 15 · EIN 36-3492086 | Recordkeeping | $28,283 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,254 | $93,351-52.6% | $62,929-29.7% | $79,634-44.4% |
| Participation rate | 47.4% | 74.6%-27.3pp | 73.1%-25.8pp | 62.5%-15.1pp |
| Annual return | 14.56% | 14.37%+0.2pp | 1063.93%-1049.4pp | 36.46%-21.9pp |
| Employer contribution / active EE | $741 | $3,135-76.4% | $2,505-70.4% | $2,529-70.7% |
| Participant deferral / active EE | $2,623 | $3,921-33.1% | $3,888-32.5% | $3,835-31.6% |
| Admin fee / account holder | $188 | $229-18.1% | $5,065-96.3% | $1,002-81.3% |