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 |
|---|---|---|
GREEN HASSON JANKS4 years Filed as: GREEN RETIREMENT, INC Service code 27 909 MARINA VILLAGE PARKWAY · ALAMEDA, CA 94501 | Advisory (Plan) | $15,190 |
Filed as: RETIREMENT PLAN CONSULTANTS Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $14,391 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,668 | $37,393-52.7% | $77,024-77.1% | $66,914-73.6% |
| Participation rate | 69.0% | 52.9%+16.2pp | 67.9%+1.1pp | 69.8%-0.8pp |
| Annual return | -16.47% | -3.29%-13.2pp | 42.32%-58.8pp | 1.58%-18.1pp |
| Employer contribution / active EE | $682 | $1,531-55.5% | $2,812-75.8% | $2,544-73.2% |
| Participant deferral / active EE | $1,094 | $2,617-58.2% | $4,426-75.3% | $4,237-74.2% |
| Admin fee / account holder | $186 | $567-67.1% | $5,425-96.6% | $593-68.6% |