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 |
|---|---|---|
POSTLETHWAITE & NETTERVILLE4 years Filed as: POSTLETHWAITE AND NETTERVILLE Service code 99 · EIN 72-0700829 | Other Fees | $14,116 |
ASCENSUS LLC2 years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 49 · EIN 72-1450587 | Other Services | $3,924 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,276 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,576 | $50,199+8.7% | $70,092-22.1% | $66,914-18.4% |
| Participation rate | 51.9% | 66.3%-14.5pp | 70.5%-18.6pp | 69.8%-18.0pp |
| Annual return | -14.08% | -13.85%-0.2pp | 190.73%-204.8pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,620 | $1,864-13.1% | $2,559-36.7% | $2,544-36.3% |
| Participant deferral / active EE | $3,720 | $3,112+19.5% | $3,849-3.3% | $4,237-12.2% |
| Admin fee / account holder | $129 | $600-78.6% | $6,267-97.9% | $593-78.3% |