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 | $148,332 |
CARNEGIE INVESTMENT COUNSEL3 years Filed as: CARNEGIE INVESTMENT COUNCEL Service code 99 · EIN 26-4766975 | Other Fees | $98,782 |
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 | $50,283 | $50,127+0.3% | $149,673-66.4% | $80,160-37.3% |
| Participation rate | 59.1% | 64.3%-5.2pp | 78.8%-19.6pp | 72.9%-13.8pp |
| Annual return | 17.18% | 29.82%-12.6pp | 134.42%-117.2pp | 40.38%-23.2pp |
| Employer contribution / active EE | $673 | $1,865-63.9% | $4,818-86.0% | $2,978-77.4% |
| Participant deferral / active EE | $2,336 | $3,194-26.8% | $5,680-58.9% | $5,017-53.4% |
| Admin fee / account holder | $136 | $153-10.9% | $13,210-99.0% | $145-6.2% |