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 4-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 LLC4+ years Filed as: DEFINITI Service code 64 · EIN 85-0833363 | Recordkeeping Fees | $24,666 |
NORTHWEST BANK4+ years Service code 21 · EIN 26-3901659 | Bank Trustee | $21,752 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,987 | $55,441-71.2% | $76,002-79.0% | $77,671-79.4% |
| Participation rate | 71.3% | 63.6%+7.7pp | 69.1%+2.3pp | 70.6%+0.8pp |
| Annual return | 10.31% | 17.08%-6.8pp | 360.07%-349.8pp | 31.21%-20.9pp |
| Employer contribution / active EE | $793 | $1,789-55.7% | $2,688-70.5% | $2,726-70.9% |
| Participant deferral / active EE | $2,104 | $3,451-39.0% | $4,257-50.6% | $4,648-54.7% |
| Admin fee / account holder | $195 | $407-52.1% | $6,414-97.0% | $430-54.7% |