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 7-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 |
|---|---|---|
PRIMARK BENEFITS3 years Service code 15 · EIN 94-2326862 | Recordkeeping | $122,557 |
ASCENSUS LLC2 years Filed as: PORTICO WEALTH ADVISORS, LLC Service code 28 · EIN 27-1799818 | Investment Management | $17,406 |
Filed as: CHARLES SCHWAB Service code 28 · EIN 82-3967259 | Investment Management | $9,465 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,915 | $45,719-89.2% | $96,139-94.9% | $93,030-94.7% |
| Participation rate | 71.3% | 45.8%+25.5pp | 68.4%+2.9pp | 73.9%-2.6pp |
| Annual return | 18.80% | 3211.95%-3193.1pp | 191.94%-173.1pp | 158.70%-139.9pp |
| Employer contribution / active EE | $50 | $1,139-95.6% | $2,797-98.2% | $2,706-98.2% |
| Participant deferral / active EE | $2,962 | $2,344+26.4% | $4,349-31.9% | $4,562-35.1% |
| Admin fee / account holder | $65 | $128-49.3% | $5,537-98.8% | $152-57.2% |