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.
| Provider | Service type | Compensation |
|---|---|---|
STEELE CAPITAL MANAGEMENT, INC.2+ years Service code 26 788 MAIN STREET · DUBUQUE, IA 52001 | Advisory (Participants) | $43,298 |
EPIC RETIREMENT PLAN SERVICES2+ years Service code 15 1610 DES PERES ROAD · ST. LOUIS, MO 63131 | Recordkeeping | $41,069 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $33,235 | $129,021-74.2% | $184,203-82.0% | $77,643-57.2% |
| Participation rate | 40.2% | 87.3%-47.1pp | 86.8%-46.6pp | 70.6%-30.4pp |
| Annual return | 6.02% | 33.27%-27.3pp | 28.81%-22.8pp | 31.24%-25.2pp |
| Employer contribution / active EE | $505 | $4,413-88.6% | $6,427-92.1% | $2,726-81.5% |
| Participant deferral / active EE | $1,234 | $7,297-83.1% | $9,131-86.5% | $4,647-73.5% |
| Admin fee / account holder | $393 | $254+54.9% | $13,901-97.2% | $430-8.7% |