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 28 11676 PERRY HIGHWAY, SUITE 220 · WEXFORD, PA 15090 | Investment Management | $11,668 |
Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $8,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,204 | $39,286-53.7% | $80,716-77.4% | $79,386-77.1% |
| Participation rate | 67.6% | 41.0%+26.7pp | 54.2%+13.5pp | 70.7%-3.1pp |
| Annual return | 18.67% | 98.95%-80.3pp | 87.28%-68.6pp | 116.85%-98.2pp |
| Employer contribution / active EE | $773 | $594+30.2% | $1,160-33.3% | $2,427-68.1% |
| Participant deferral / active EE | $1,271 | $1,264+0.5% | $2,146-40.8% | $4,046-68.6% |
| Admin fee / account holder | $207 | $647-68.0% | $3,380-93.9% | $626-66.9% |