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 |
|---|---|---|
UMR4+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $13,966 |
STANDARD VALUATIONS1 year Filed as: STANDARD VALUATIONS INC Service code 28 · EIN 41-1327229 790 CLEVELAND AVE SOUTH · ST PAUL, MN 55116 | Investment Management | $6,000 |
Annual investment return 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 | $10,631 | $66,601-84.0% | $92,893-88.6% | $67,579-84.3% |
| Participation rate | 95.5% | 72.5%+23.0pp | 76.0%+19.5pp | 71.3%+24.2pp |
| Annual return | 3.64% | 92.58%-88.9pp | 109.41%-105.8pp | 378.56%-374.9pp |
| Employer contribution / active EE | $3,624 | $2,775+30.6% | $3,653-0.8% | $2,148+68.7% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $102 | $199-48.5% | $5,794-98.2% | $142-28.1% |