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 64 · EIN 71-0294708 | Recordkeeping Fees | $144,735 |
CARNEGIE INVESTMENT COUNSEL2 years Filed as: CARNEGIE INVESTMENT COUNCEL Service code 99 · EIN 26-4766975 | Other Fees | $94,043 |
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 | $43,324 | $45,000-3.7% | $143,757-69.9% | $77,904-44.4% |
| Participation rate | 60.5% | 66.8%-6.3pp | 80.3%-19.8pp | 73.7%-13.2pp |
| Annual return | -14.42% | 29.03%-43.5pp | -0.04%-14.4pp | 12.21%-26.6pp |
| Employer contribution / active EE | $647 | $1,870-65.4% | $4,951-86.9% | $2,848-77.3% |
| Participant deferral / active EE | $2,231 | $3,157-29.3% | $5,637-60.4% | $4,806-53.6% |
| Admin fee / account holder | $135 | $98+37.6% | $14,673-99.1% | $133+2.2% |