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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,512 |
GREGORY J SCHWARTZ & COMPANY INC4+ years Filed as: GREGORY J SCHWARTZ & CO INC Service code 27 · EIN 38-2117812 | Advisory (Plan) | $32,179 |
YEO & YEO PC3 years Service code 10 · EIN 38-2706146 | Accounting | $17,900 |
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.
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 | $37,944 | $88,890-57.3% | $102,423-63.0% | $77,643-51.1% |
| Participation rate | 64.6% | 80.9%-16.3pp | 76.5%-11.9pp | 70.6%-5.9pp |
| Annual return | 12.69% | 24.98%-12.3pp | 29.32%-16.6pp | 31.24%-18.5pp |
| Employer contribution / active EE | $1,147 | $2,698-57.5% | $3,023-62.1% | $2,726-57.9% |
| Participant deferral / active EE | $2,023 | $5,145-60.7% | $5,053-60.0% | $4,647-56.5% |
| Admin fee / account holder | $177 | $235-24.9% | $9,451-98.1% | $430-58.9% |