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 |
|---|---|---|
JAMES A. REICHERT4 years Filed as: JAMES F. JOYNER Service code 20 · EIN 24-0084983 157 HENSON STREET · SPARTANSBURG, SC 29307 | Trustee (individual) | $20,000 |
KAUFMAN & CANOLES4 years Service code 29 · EIN 54-1186543 150 W MAIN ST · NORFOLK, VA 23514 | Legal | $3,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $493,844 | $79,171+523.8% | $102,423+382.2% | $74,495+562.9% |
| Participation rate | 0.0% | 74.8%-74.8pp | 76.5%-76.5pp | 67.2%-67.2pp |
| Annual return | -3.85% | 54.93%-58.8pp | 29.32%-33.2pp | 1364.94%-1368.8pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,451-100.0% | $1,942-100.0% |