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 9-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 |
|---|---|---|
Filed as: DIVERSIFY, INC. Service code 27 9017 S RIVERSIDE DR STE 200 · SANDY, UT 84070 | Advisory (Plan) | $33,137 |
PAI4 years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $27,864 |
PAI3 years Filed as: PAI TRUST Service code 19 3904 W. TECHNOLOGY CIRCLE · SOUIX FALLS, SD 57106 | Securities Custodian | $16,184 |
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 | $19,691 | $77,660-74.6% | $109,143-82.0% | $79,386-75.2% |
| Participation rate | 82.8% | 67.8%+15.0pp | 75.9%+7.0pp | 70.7%+12.1pp |
| Annual return | 13.69% | 23.44%-9.7pp | 25.75%-12.1pp | 116.85%-103.2pp |
| Employer contribution / active EE | $2,642 | $2,797-5.6% | $3,722-29.0% | $2,427+8.8% |
| Participant deferral / active EE | $3,302 | $3,518-6.1% | $4,653-29.0% | $4,046-18.4% |
| Admin fee / account holder | $189 | $732-74.2% | $6,752-97.2% | $626-69.9% |