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 |
|---|---|---|
WARREN AVERETT, LLC5+ years Service code 10 · EIN 45-4084437 | Accounting | $27,985 |
MENKE & ASSOCIATES, INC.5+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $15,187 |
SANSOME STREET APPRAISERS, INC.5+ years Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,138 | $65,376+14.9% | $87,100-13.7% | $65,185+15.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 11.50% | 31.27%-19.8pp | 28.19%-16.7pp | 29.38%-17.9pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $207 | $520-60.3% | $7,497-97.2% | $847-75.6% |