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 15 · EIN 13-4238973 | Recordkeeping | $22,671 |
BVI5+ years Service code 34 · EIN 59-3137254 | Valuation (appraisals, etc.) | $18,050 |
ENNIS, PELLUM & ASSOCIATES3 years Service code 10 · EIN 59-1843700 | Accounting | $15,000 |
ROBERT DUNNIGAN2 years Filed as: ROBERT DURRIGAN Service code 20 · EIN 06-1488384 | Trustee (individual) | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,641 | $38,365-77.5% | $84,611-89.8% | $65,185-86.7% |
| Participation rate | 83.8% | 55.7%+28.1pp | 68.2%+15.5pp | 70.2%+13.6pp |
| Annual return | 6.96% | 32.00%-25.0pp | 258.74%-251.8pp | 29.38%-22.4pp |
| Employer contribution / active EE | $714 | $1,258-43.2% | $2,652-73.1% | $2,177-67.2% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,899-100.0% | $3,514-100.0% |
| Admin fee / account holder | $137 | $451-69.6% | $4,912-97.2% | $847-83.8% |