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 |
|---|---|---|
BDO USA, LLP8+ years Service code 10 · EIN 13-5381590 | Accounting | $19,007 |
Filed as: REINHART Service code 29 1000 N WATER ST, 1700 · MILWAUKEE, WI 53202 | Legal | $15,412 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $5,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $12,484 | $82,202-84.8% | $125,339-90.0% | $64,808-80.7% |
| Participation rate | 97.3% | 77.9%+19.4pp | 82.4%+14.9pp | 71.5%+25.8pp |
| Annual return | 2.59% | 3.48%-0.9pp | 572.05%-569.5pp | 32.82%-30.2pp |
| Employer contribution / active EE | $949 | $3,615-73.8% | $4,814-80.3% | $2,506-62.1% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $118 | $163-27.8% | $10,010-98.8% | $188-37.3% |