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 |
|---|---|---|
ACUFF & ASSOCIATES, INC.5 years Service code 16 · EIN 62-1477251 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $57,682 | $54,573+5.7% | $90,951-36.6% | $73,488-21.5% |
| Participation rate | 45.4% | 61.2%-15.8pp | 69.0%-23.6pp | 70.7%-25.3pp |
| Annual return | 13.13% | 16.69%-3.6pp | 134.60%-121.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $210 | $991-78.8% | $2,122-90.1% | $2,270-90.8% |
| Participant deferral / active EE | $1,584 | $2,517-37.1% | $3,373-53.0% | $3,740-57.6% |
| Admin fee / account holder | $59 | $521-88.7% | $5,959-99.0% | $513-88.5% |