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 | $96,018-53.9% | $65,493-32.4% | $85,563-48.3% |
| Participation rate | 47.4% | 74.8%-27.5pp | 73.1%-25.7pp | 66.0%-18.6pp |
| Annual return | 14.56% | 14.51%0pp | 982.45%-967.9pp | 31.51%-17.0pp |
| Employer contribution / active EE | $741 | $3,235-77.1% | $2,574-71.2% | $2,654-72.1% |
| Participant deferral / active EE | $2,623 | $4,055-35.3% | $3,961-33.8% | $4,375-40.1% |
| Admin fee / account holder | $188 | $271-30.6% | $5,028-96.3% | $834-77.5% |