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 |
|---|---|---|
CERITY PARTNERS5 years Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $239,193 |
Service code 12 · EIN 84-1477138 | Claims processing; Direct payment fro... | $50,836 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Trustee (directed); Direct payment fr... | $9,994 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,299 | $98,780-20.7% | $60,874+28.6% | $77,904+0.5% |
| Participation rate | 45.3% | 76.7%-31.4pp | 73.1%-27.8pp | 73.7%-28.4pp |
| Annual return | -17.61% | -11.56%-6.1pp | 16.90%-34.5pp | 12.21%-29.8pp |
| Employer contribution / active EE | $2 | $3,605-99.9% | $2,701-99.9% | $2,848-99.9% |
| Participant deferral / active EE | $3,241 | $4,200-22.9% | $3,817-15.1% | $4,806-32.6% |
| Admin fee / account holder | $344 | $89+287.9% | $3,224-89.3% | $133+159.3% |