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 |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ENNIS KNUPP, INC. Service code 16 · EIN 36-3109431 | Consulting | $61,102 |
Filed as: FIDELITY INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $58,444 |
CROWE LLP1 year Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $13,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,860 | $85,635+148.6% | $123,892+71.8% | $63,975+232.7% |
| Participation rate | 69.5% | 74.9%-5.4pp | 81.4%-11.9pp | 71.1%-1.6pp |
| Annual return | 6.20% | 15.74%-9.5pp | 47.52%-41.3pp | 48.65%-42.5pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $6,539 | $5,667+15.4% | $5,984+9.3% | $3,356+94.8% |
| Admin fee / account holder | $46 | $75-38.4% | $8,357-99.4% | $70-34.5% |