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 |
|---|---|---|
DEFINITI LLC2 years Service code 13 · EIN 85-0833363 2201 TIMBERLOCK PL, SUITE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $9,762 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $1,950 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,259 | $106,236-90.3% | $112,228-90.9% | $64,808-84.2% |
| Participation rate | 70.1% | 71.7%-1.6pp | 75.1%-5.0pp | 71.5%-1.4pp |
| Annual return | -18.41% | -6.02%-12.4pp | 27.45%-45.9pp | 32.82%-51.2pp |
| Employer contribution / active EE | $3,608 | $3,166+14.0% | $3,635-0.7% | $2,506+44.0% |
| Participant deferral / active EE | $1,518 | $3,785-59.9% | $4,728-67.9% | $4,310-64.8% |
| Admin fee / account holder | $92 | $452-79.7% | $6,410-98.6% | $188-51.2% |