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 |
|---|---|---|
WERNTZ & ASSOCIATES4 years Service code 15 · EIN 72-0684309 2020 E 70TH STREET · SHREVEPORT, LA 71105 | Recordkeeping | $7,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,541 | $93,182-38.2% | $146,665-60.8% | $79,386-27.5% |
| Participation rate | 67.1% | 76.4%-9.3pp | 80.1%-12.9pp | 70.7%-3.6pp |
| Annual return | 13.36% | 21.61%-8.2pp | 22.74%-9.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $718 | $2,420-70.3% | $4,136-82.6% | $2,427-70.4% |
| Participant deferral / active EE | $1,799 | $4,169-56.9% | $5,506-67.3% | $4,046-55.5% |
| Admin fee / account holder | $52 | $585-91.1% | $10,280-99.5% | $626-91.7% |