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 |
|---|---|---|
TRI-AD ACTUARIES, INC.4 years Service code 13 · EIN 95-2887986 | Contract Administrator | $21,823 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $1,836 |
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 | $50,176 | $84,487-40.6% | $125,339-60.0% | $66,914-25.0% |
| Participation rate | 40.6% | 76.4%-35.8pp | 82.4%-41.7pp | 69.8%-29.2pp |
| Annual return | -17.03% | -8.39%-8.6pp | 572.05%-589.1pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,160 | $3,553-67.4% | $4,814-75.9% | $2,544-54.4% |
| Participant deferral / active EE | $6,411 | $6,781-5.5% | $7,446-13.9% | $4,237+51.3% |
| Admin fee / account holder | $204 | $685-70.2% | $10,010-98.0% | $593-65.6% |