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 |
|---|---|---|
Filed as: POSTLETHWAITE AND NETTERVILLE Service code 99 · EIN 11-1000111 | Other Fees | $8,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,622 | $50,666-19.8% | $76,817-47.1% | $65,185-37.7% |
| Participation rate | 57.7% | 68.8%-11.1pp | 72.1%-14.4pp | 70.2%-12.5pp |
| Annual return | 17.02% | 28.51%-11.5pp | 1166.11%-1149.1pp | 29.38%-12.4pp |
| Employer contribution / active EE | $1,230 | $1,575-21.9% | $2,302-46.6% | $2,177-43.5% |
| Participant deferral / active EE | $2,296 | $2,647-13.2% | $3,336-31.2% | $3,514-34.7% |
| Admin fee / account holder | $67 | $463-85.6% | $6,420-99.0% | $847-92.1% |