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 |
|---|---|---|
Filed as: HUMAN INVESTING, LLC Service code 26 · EIN 74-3130983 | Advisory (Participants) | $37,874 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 15 · EIN 85-0833363 | Recordkeeping | $26,777 |
SLOY DAHL & HOLST10+ years Service code 26 · EIN 93-0989022 | Advisory (Participants) | $22,763 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $60,389 | $104,919-42.4% | $116,228-48.0% | $85,563-29.4% |
| Participation rate | 46.6% | 78.6%-32.0pp | 74.6%-27.9pp | 66.0%-19.3pp |
| Annual return | 28.34% | 15.38%+13.0pp | 90.06%-61.7pp | 31.51%-3.2pp |
| Employer contribution / active EE | $1,145 | $3,485-67.2% | $2,994-61.8% | $2,654-56.9% |
| Participant deferral / active EE | $2,580 | $5,306-51.4% | $4,953-47.9% | $4,375-41.0% |
| Admin fee / account holder | $244 | $429-43.0% | $11,989-98.0% | $834-70.7% |