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 | $66,570 |
JONES WALKER LLP3 years Filed as: JONES WALKER Service code 29 · EIN 72-0445111 | Legal | $13,519 |
CARR, RIGGS & INGRAM, LLC4 years Service code 10 · EIN 72-1396621 | Accounting | $9,000 |
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 | $12,802 | $53,136-75.9% | $155,509-91.8% | $199,593-93.6% |
| Participation rate | 60.7% | 64.1%-3.4pp | 78.2%-17.5pp | 72.0%-11.3pp |
| Annual return | 13.12% | 41.15%-28.0pp | 64.67%-51.5pp | 34.25%-21.1pp |
| Employer contribution / active EE | $881 | $1,851-52.4% | $4,672-81.2% | $3,034-71.0% |
| Participant deferral / active EE | $1,685 | $3,161-46.7% | $5,626-70.0% | $5,087-66.9% |
| Admin fee / account holder | $57 | $185-69.4% | $15,912-99.6% | $269-78.9% |