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 |
|---|---|---|
FINANCIAL RENAISSANCE1+ years Service code 17 · EIN 36-4252023 | Pension Consulting | $27,374 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,576 | $68,408-86.0% | $57,179-83.3% | $57,658-83.4% |
| Participation rate | 44.4% | 79.1%-34.8pp | 75.3%-31.0pp | 70.2%-25.9pp |
| Annual return | 10.43% | 8.51%+1.9pp | 14.59%-4.2pp | 5.13%+5.3pp |
| Employer contribution / active EE | $532 | $2,869-81.4% | $2,682-80.2% | $1,974-73.0% |
| Participant deferral / active EE | $1,406 | $2,903-51.6% | $3,096-54.6% | $3,061-54.1% |
| Admin fee / account holder | $77 | $70+10.8% | $3,139-97.5% | $95-18.4% |