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 8-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 |
|---|---|---|
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 49 · EIN 85-0833363 | Other Services | $20,844 |
Filed as: BOON ADMINISTRATIVE SERVICES, INC Service code 13 · EIN 33-0449333 | Contract Administrator | $11,491 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,273 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-1455663 | Recordkeeping Fees | $5,643 |
BAS PARTNERS1 year Filed as: BAS PARTNERS CPA, LLC Service code 10 · EIN 20-8779390 | Accounting | $3,500 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $901 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,896 | $57,016-89.7% | $84,966-93.1% | $80,856-92.7% |
| Participation rate | 81.1% | 56.3%+24.7pp | 67.5%+13.6pp | 67.6%+13.4pp |
| Annual return | 5.67% | 21.66%-16.0pp | 66.38%-60.7pp | 35.59%-29.9pp |
| Employer contribution / active EE | $2,767 | $1,798+53.9% | $2,727+1.4% | $2,755+0.4% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $289 | $4,980-94.2% | $6,149-95.3% | $6,918-95.8% |