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 LLC5 years Service code 13 · EIN 85-0833363 2201 TIMBERLOCK PL, SUITE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $10,763 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $3,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,618 | $86,944-72.8% | $107,525-78.0% | $74,304-68.2% |
| Participation rate | 59.5% | 59.6%0pp | 75.1%-15.6pp | 60.3%-0.8pp |
| Annual return | 12.11% | 23.52%-11.4pp | 181.32%-169.2pp | 29.43%-17.3pp |
| Employer contribution / active EE | $1,506 | $2,757-45.4% | $3,754-59.9% | $2,241-32.8% |
| Participant deferral / active EE | $1,701 | $3,554-52.1% | $5,116-66.7% | $3,767-54.8% |
| Admin fee / account holder | $208 | $3,727-94.4% | $8,919-97.7% | $2,969-93.0% |