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: KERBER, ECK & BRAECKELL, LLP Service code 10 3200 ROBBINS ROAD, SUITE 200 A · SPRINGFIELD, IL 62704 | Accounting | $10,500 |
SLEVIN & HART, P.C.7 years Service code 29 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $5,504 |
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 | $67,585 | $51,197+32.0% | $82,719-18.3% | $66,914+1.0% |
| Participation rate | 51.4% | 67.8%-16.4pp | 72.6%-21.2pp | 69.8%-18.4pp |
| Annual return | -16.76% | -9.64%-7.1pp | 701.18%-717.9pp | 1.58%-18.3pp |
| Employer contribution / active EE | $460 | $2,611-82.4% | $3,009-84.7% | $2,544-81.9% |
| Participant deferral / active EE | $3,517 | $3,458+1.7% | $4,395-20.0% | $4,237-17.0% |
| Admin fee / account holder | $179 | $416-56.9% | $5,329-96.6% | $593-69.8% |