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 |
|---|---|---|
ARJADUIS CAPITAL1 year Service code 35 | Employee (plan sponsor) | $17,674 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $8,613 |
NPPG1 year Service code 10 · EIN 22-3349752 | Accounting | $1,870 |
THE VARGO COMPANY1 year Service code 10 · EIN 27-4305376 | Accounting | $1,435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,629 | $104,475-57.3% | $159,436-72.0% | $79,386-43.8% |
| Participation rate | 64.1% | 76.6%-12.6pp | 82.8%-18.8pp | 70.7%-6.7pp |
| Annual return | 18.11% | 67.95%-49.8pp | 263.57%-245.5pp | 116.85%-98.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,830 | $6,467-56.2% | $7,352-61.5% | $4,046-30.0% |
| Admin fee / account holder | $90 | $711-87.3% | $10,799-99.2% | $626-85.6% |