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 |
|---|---|---|
KOINONIA FINANCIAL, LLC8 years Service code 33 8505 TECHNOLOGY FOREST PL · THE WOODLANDS, TX 77381 | Securities brokerage | $15,336 |
Service code 13 · EIN 86-2963468 | Contract Administrator | $3,675 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $1,070 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL, NICOLAUS & COMPANY Service code 33 | 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 | $76,754 | $106,028-27.6% | $146,958-47.8% | $77,643-1.1% |
| Participation rate | 42.5% | 78.4%-35.9pp | 82.2%-39.7pp | 70.6%-28.1pp |
| Annual return | 13.79% | 56.73%-42.9pp | 418.34%-404.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $611 | $4,063-85.0% | $4,933-87.6% | $2,726-77.6% |
| Participant deferral / active EE | $4,053 | $7,990-49.3% | $8,070-49.8% | $4,647-12.8% |
| Admin fee / account holder | $79 | $337-76.5% | $12,998-99.4% | $430-81.6% |