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 |
|---|---|---|
Filed as: DYATECH Service code 13 · EIN 64-0936321 1026 BAPTIST CIR STE 300 · MADISON, MS 39110 | Contract Administrator | $1,835 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 · EIN 36-4115383 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,834 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,252 | $98,727-67.3% | $113,168-71.5% | $85,563-62.3% |
| Participation rate | 84.6% | 80.8%+3.8pp | 76.6%+8.0pp | 66.0%+18.6pp |
| Annual return | 63.45% | 17.43%+46.0pp | 24.27%+39.2pp | 31.51%+31.9pp |
| Employer contribution / active EE | $5,493 | $2,907+89.0% | $2,975+84.6% | $2,654+107.0% |
| Participant deferral / active EE | $5,825 | $5,424+7.4% | $5,107+14.1% | $4,375+33.1% |
| Admin fee / account holder | $3 | $357-99.1% | $12,068-100.0% | $834-99.6% |