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 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $20,907 |
Service code 16 · EIN 75-2866255 | Consulting | $15,180 |
Filed as: ROLAND CRISS INVESTMENT RESEARCH LL Service code 27 · EIN 46-1595115 | Advisory (Plan) | $14,375 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $14,000 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $81,089 | $79,124+2.5% | $60,874+33.2% | $64,808+25.1% |
| Participation rate | 52.8% | 77.7%-24.9pp | 73.1%-20.3pp | 71.5%-18.7pp |
| Annual return | -14.99% | -7.13%-7.9pp | 16.90%-31.9pp | 32.82%-47.8pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,689 | $3,725-1.0% | $3,817-3.3% | $4,310-14.4% |
| Admin fee / account holder | $291 | $106+175.2% | $3,224-91.0% | $188+54.9% |