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 9-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 |
|---|---|---|
ROCKEFELLER FINANCIAL LLC3 years Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 51 · EIN 82-3091545 | Investment Mgmt Fees | $171,280 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN AN ASCENSUS COMPANY Service code 13 · EIN 82-3719843 | Contract Administrator | $34,112 |
Filed as: HOWARD MOORE & MCDUFFIE PC Service code 10 · EIN 58-1484212 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,235 | $93,131+43.1% | $106,548+25.0% | $86,799+53.5% |
| Participation rate | 57.7% | 81.4%-23.7pp | 76.1%-18.4pp | 72.3%-14.6pp |
| Annual return | 23.97% | 19.45%+4.5pp | 26.80%-2.8pp | 97.91%-73.9pp |
| Employer contribution / active EE | $881 | $2,895-69.6% | $2,819-68.8% | $2,405-63.4% |
| Participant deferral / active EE | $4,062 | $4,708-13.7% | $4,398-7.6% | $4,131-1.7% |
| Admin fee / account holder | $980 | $145+575.3% | $7,407-86.8% | $170+477.9% |