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 |
|---|---|---|
BRIDGEWATER6 years Filed as: ESTES, BRIDGEWATER & OGDEN Service code 10 901 SOUTH 2ND STREET · SPRINGFIELD, IL 62704 | Accounting | $13,300 |
SLEVIN & HART, P.C.6 years Service code 29 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $5,060 |
QUORUM CONSULTING GROUP6 years Service code 15 4440 ASH GROVE DR · SPRINGFIELD, IL 62711 | Recordkeeping | $4,893 |
EBERTS & HARRISON4 years Filed as: EBERTS AND HARRISON Service code 23 1604 RIDGESIDE DRIVE · MOUNT AIRY, MD 21771 | Insurance services | $4,461 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1775 I STREET NW · WASHINGTON, DC 20006 | Advisory (Plan) | $3,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,191 | $63,745+30.5% | $98,442-15.5% | $79,386+4.8% |
| Participation rate | 48.7% | 69.9%-21.2pp | 73.3%-24.7pp | 70.7%-22.0pp |
| Annual return | 16.42% | 625.80%-609.4pp | 1492.73%-1476.3pp | 116.85%-100.4pp |
| Employer contribution / active EE | $479 | $2,557-81.3% | $2,960-83.8% | $2,427-80.3% |
| Participant deferral / active EE | $3,346 | $3,303+1.3% | $4,276-21.8% | $4,046-17.3% |
| Admin fee / account holder | $257 | $516-50.2% | $5,949-95.7% | $626-59.0% |