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 LLC6 years Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 51 · EIN 82-3091545 | Investment Mgmt Fees | $171,823 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN AN ASCENSUS COMPANY Service code 13 · EIN 82-3719843 | Contract Administrator | $29,233 |
HOWARD, MOORE & MCDUFFIE, PC4 years Filed as: HOWARD MOORE & MCDUFFIE PC Service code 10 · EIN 58-1484212 | Accounting | $17,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $138,370 | $92,055+50.3% | $106,213+30.3% | $77,643+78.2% |
| Participation rate | 52.7% | 81.0%-28.4pp | 75.3%-22.6pp | 70.6%-17.9pp |
| Annual return | 22.37% | 17.91%+4.5pp | 116.14%-93.8pp | 31.24%-8.9pp |
| Employer contribution / active EE | $876 | $3,367-74.0% | $3,171-72.4% | $2,726-67.9% |
| Participant deferral / active EE | $3,956 | $5,386-26.6% | $5,016-21.1% | $4,647-14.9% |
| Admin fee / account holder | $1,037 | $219+373.6% | $11,033-90.6% | $430+141.0% |