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 |
|---|---|---|
Service code 13 · EIN 35-1140070 1300 SOUTH CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $3,342 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,805 |
Service code 27 4860 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $1,667 |
DWC - THE 401(K) EXPERTS1 year Service code 15 · EIN 26-2091417 P.O. BOX 241267 · ST. PAUL, MN 55124 | Recordkeeping | $255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,333 | $79,694-73.2% | $96,139-77.8% | $79,386-73.1% |
| Participation rate | 19.0% | 54.0%-34.9pp | 68.4%-49.4pp | 70.7%-51.7pp |
| Annual return | 9.79% | 40.84%-31.1pp | 191.94%-182.2pp | 116.85%-107.1pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,797-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $411 | $2,539-83.8% | $4,349-90.5% | $4,046-89.8% |
| Admin fee / account holder | $97 | $630-84.6% | $5,537-98.2% | $626-84.5% |