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 |
|---|---|---|
Filed as: MALCOLM THOMPSON AND ASSOCIATES Service code 13 · EIN 26-4203770 | Contract Administrator | $2,125 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $650 |
KOINONIA FINANCIAL, LLC6 years Service code 33 8505 TECHNOLOGY FOREST PL · THE WOODLANDS, TX 77381 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,121 | $82,202-31.7% | $125,339-55.2% | $64,808-13.4% |
| Participation rate | 51.1% | 77.9%-26.8pp | 82.4%-31.3pp | 71.5%-20.4pp |
| Annual return | -17.16% | 3.48%-20.6pp | 572.05%-589.2pp | 32.82%-50.0pp |
| Employer contribution / active EE | $703 | $3,615-80.6% | $4,814-85.4% | $2,506-71.9% |
| Participant deferral / active EE | $4,715 | $7,175-34.3% | $7,446-36.7% | $4,310+9.4% |
| Admin fee / account holder | $47 | $163-71.3% | $10,010-99.5% | $188-75.1% |