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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $120,248 |
Service code 27 · EIN 41-0417830 | Advisory (Plan) | $22,222 |
HENRY & PETERS, PC1 year Filed as: HENRY & PETERS, P.C. Service code 10 · EIN 75-1503978 | Accounting | $5,368 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Service code 26 · EIN 33-0818667 | Advisory (Participants) | $0 |
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 | $5,786 | $45,000-87.1% | $143,757-96.0% | $77,904-92.6% |
| Participation rate | 90.4% | 66.8%+23.5pp | 80.3%+10.1pp | 73.7%+16.7pp |
| Annual return | -14.30% | 29.03%-43.3pp | -0.04%-14.3pp | 12.21%-26.5pp |
| Employer contribution / active EE | $298 | $1,870-84.1% | $4,951-94.0% | $2,848-89.5% |
| Participant deferral / active EE | $1,930 | $3,157-38.8% | $5,637-65.8% | $4,806-59.8% |
| Admin fee / account holder | $73 | $98-26.2% | $14,673-99.5% | $133-45.2% |