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 27 1602 W PINHOOK RD · LAFAYETTE, LA 70508 | Advisory (Plan) | $29,455 |
PAI2 years Service code 13 1201 ENTERPRISE DRIVE, SUITE D · DE PERE, WA 54115 | Contract Administrator | $25,666 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,278 | $34,677-55.9% | $77,024-80.2% | $64,808-76.4% |
| Participation rate | 82.4% | 49.8%+32.6pp | 67.9%+14.5pp | 71.5%+10.9pp |
| Annual return | -19.23% | -5.33%-13.9pp | 42.32%-61.5pp | 32.82%-52.0pp |
| Employer contribution / active EE | $655 | $1,370-52.2% | $2,812-76.7% | $2,506-73.9% |
| Participant deferral / active EE | $1,728 | $2,556-32.4% | $4,426-61.0% | $4,310-59.9% |
| Admin fee / account holder | $146 | $179-18.0% | $5,425-97.3% | $188-22.0% |