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 LLC4 years Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 51 · EIN 82-3091545 | Investment Mgmt Fees | $159,249 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN AN ASCENSUS COMPANY Service code 13 · EIN 82-3719843 | Contract Administrator | $31,052 |
HOWARD, MOORE & MCDUFFIE, PC2 years Filed as: HOWARD MOORE & MCDUFFIE PC Service code 10 · EIN 58-1484212 | Accounting | $12,469 |
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 | $106,187 | $81,908+29.6% | $90,749+17.0% | $64,808+63.8% |
| Participation rate | 58.8% | 80.5%-21.6pp | 75.7%-16.9pp | 71.5%-12.6pp |
| Annual return | -12.37% | -12.53%+0.2pp | -12.16%-0.2pp | 32.82%-45.2pp |
| Employer contribution / active EE | $891 | $3,065-70.9% | $2,921-69.5% | $2,506-64.4% |
| Participant deferral / active EE | $4,148 | $4,840-14.3% | $4,564-9.1% | $4,310-3.8% |
| Admin fee / account holder | $897 | $157+470.9% | $8,445-89.4% | $188+377.8% |