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 |
|---|---|---|
Service code 27 PO BOX 7235399 · DALLAS, TX 753735399 | Advisory (Plan) | $25,940 |
DWC - THE 401(K) EXPERTS1 year Filed as: DWC ERISA CONSULTANRTS LLC Service code 13 PO BOX 241267 · ST PAUL, MN 55124 | Contract Administrator | $2,953 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS LLC Service code 13 | Contract Administrator | $2,471 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,732 | $80,731-35.9% | $103,374-50.0% | $74,546-30.6% |
| Participation rate | 47.9% | 65.7%-17.8pp | 74.5%-26.6pp | 67.2%-19.3pp |
| Annual return | 17.92% | 27.56%-9.6pp | 24.89%-7.0pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $1,892 | $3,158-40.1% | $3,869-51.1% | $2,624-27.9% |
| Participant deferral / active EE | $3,034 | $3,860-21.4% | $5,058-40.0% | $4,347-30.2% |
| Admin fee / account holder | $14 | $2,369-99.4% | $8,394-99.8% | $1,944-99.3% |