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 |
|---|---|---|
KASMAT RISK MANAGEMENT, LLC3+ years Service code 17 · EIN 22-3368658 | Pension Consulting | $20,894 |
MINNESOTA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $8,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,479 | $155,795-88.1% | $136,294-86.4% | $69,631-73.5% |
| Participation rate | 42.9% | 75.2%-32.4pp | 81.9%-39.0pp | 70.7%-27.8pp |
| Annual return | 20.15% | 232464.33%-232444.2pp | 5155.94%-5135.8pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $38 | $2,991-98.7% | $4,695-99.2% | $2,032-98.1% |
| Participant deferral / active EE | $3,226 | $5,394-40.2% | $6,247-48.4% | $3,224+0.1% |
| Admin fee / account holder | $40 | $128-68.8% | $9,243-99.6% | $110-63.8% |