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) | $31,428 |
PAI5 years Service code 13 1201 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $27,163 |
PAI4 years Filed as: PAI TRUST Service code 19 3904 W. TECHNOLOGY CIRCLE · SOUIX FALLS, SD 57106 | Securities Custodian | $17,196 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,145 | $106,236-82.9% | $112,228-83.8% | $64,808-72.0% |
| Participation rate | 61.2% | 71.7%-10.4pp | 75.1%-13.8pp | 71.5%-10.2pp |
| Annual return | -17.61% | -6.02%-11.6pp | 27.45%-45.1pp | 32.82%-50.4pp |
| Employer contribution / active EE | $2,321 | $3,166-26.7% | $3,635-36.1% | $2,506-7.4% |
| Participant deferral / active EE | $2,588 | $3,785-31.6% | $4,728-45.3% | $4,310-40.0% |
| Admin fee / account holder | $180 | $452-60.2% | $6,410-97.2% | $188-4.2% |