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 | $181,431 |
CARNEGIE INVESTMENT COUNSEL4 years Filed as: CARNEGIE INVESTMENT COUNCEL Service code 99 · EIN 26-4766975 | Other Fees | $116,656 |
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 | $53,429 | $53,136+0.6% | $155,509-65.6% | $199,593-73.2% |
| Participation rate | 59.5% | 64.1%-4.6pp | 78.2%-18.7pp | 72.0%-12.5pp |
| Annual return | 14.69% | 41.15%-26.5pp | 64.67%-50.0pp | 34.25%-19.6pp |
| Employer contribution / active EE | $703 | $1,851-62.0% | $4,672-85.0% | $3,034-76.8% |
| Participant deferral / active EE | $2,408 | $3,161-23.8% | $5,626-57.2% | $5,087-52.7% |
| Admin fee / account holder | $160 | $185-13.8% | $15,912-99.0% | $269-40.5% |