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 | $25,377 |
ENNIS, PELLUM & ASSOCIATES4 years Service code 10 · EIN 59-1843700 | Accounting | $15,000 |
ROBERT DUNNIGAN1 year 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 | $6,875 | $43,133-84.1% | $89,391-92.3% | $73,488-90.6% |
| Participation rate | 87.9% | 55.0%+32.9pp | 68.0%+19.9pp | 70.7%+17.2pp |
| Annual return | -19.05% | 135.66%-154.7pp | 245.62%-264.7pp | 28.51%-47.6pp |
| Employer contribution / active EE | $1,346 | $1,438-6.4% | $2,586-47.9% | $2,270-40.7% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $111 | $444-75.0% | $4,881-97.7% | $513-78.4% |