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 60 · EIN 04-2647786 | Sub-TA Fees | $54,143 |
CARR, RIGGS & INGRAM, LLC3 years Service code 10 · EIN 72-1396621 | Accounting | $14,575 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,362 |
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 | $11,212 | $50,127-77.6% | $149,673-92.5% | $80,160-86.0% |
| Participation rate | 64.0% | 64.3%-0.3pp | 78.8%-14.8pp | 72.9%-9.0pp |
| Annual return | 19.03% | 29.82%-10.8pp | 134.42%-115.4pp | 40.38%-21.3pp |
| Employer contribution / active EE | $700 | $1,865-62.5% | $4,818-85.5% | $2,978-76.5% |
| Participant deferral / active EE | $1,312 | $3,194-58.9% | $5,680-76.9% | $5,017-73.8% |
| Admin fee / account holder | $51 | $153-66.7% | $13,210-99.6% | $145-64.9% |