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 |
|---|---|---|
NETWELLTH LLC1 year Service code 26 · EIN 83-2771153 2269 SOUTH UNIVERSITY DRIVE · DAVIE, FL 33324 | Advisory (Participants) | $14,449 |
JULY BUSINESS SERVICES1 year Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $7,501 |
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 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 | $45,254 | $49,138-7.9% | $84,015-46.1% | $65,185-30.6% |
| Participation rate | 54.9% | 60.7%-5.8pp | 69.0%-14.1pp | 70.2%-15.3pp |
| Annual return | 19.57% | 23.00%-3.4pp | 71.31%-51.7pp | 29.38%-9.8pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,927 | $2,397+22.1% | $3,239-9.6% | $3,514-16.7% |
| Admin fee / account holder | $385 | $543-29.2% | $6,101-93.7% | $847-54.6% |