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 04-2647786 | Recordkeeping | $17,330 |
GEORGE JOHNSON & COMPANY1 year Service code 10 · EIN 38-2029668 | Accounting | $6,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,775 | $84,936-88.5% | $111,297-91.2% | $79,386-87.7% |
| Participation rate | 42.7% | 75.9%-33.1pp | 77.3%-34.6pp | 70.7%-28.0pp |
| Annual return | 20.00% | 17.45%+2.5pp | 54.65%-34.7pp | 116.85%-96.9pp |
| Employer contribution / active EE | $1,372 | $1,979-30.7% | $2,731-49.8% | $2,427-43.5% |
| Participant deferral / active EE | $2,195 | $3,888-43.6% | $4,487-51.1% | $4,046-45.8% |
| Admin fee / account holder | $81 | $537-84.9% | $7,964-99.0% | $626-87.1% |