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 |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $160,214 |
Filed as: CARNEGIE INVESTMENT COUNCEL Service code 99 · EIN 26-4766975 | Other Fees | $101,784 |
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 | $55,970 | $67,512-17.1% | $185,823-69.9% | $93,030-39.8% |
| Participation rate | 60.9% | 67.1%-6.2pp | 81.7%-20.8pp | 73.9%-13.0pp |
| Annual return | 14.79% | 21.04%-6.3pp | 122.05%-107.3pp | 158.70%-143.9pp |
| Employer contribution / active EE | $663 | $1,783-62.8% | $5,167-87.2% | $2,706-75.5% |
| Participant deferral / active EE | $2,238 | $3,035-26.3% | $5,568-59.8% | $4,562-50.9% |
| Admin fee / account holder | $165 | $318-48.2% | $16,237-99.0% | $152+8.5% |