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 |
|---|---|---|
Service code 13 · EIN 95-2159333 | Contract Administrator | $90,607 |
MCMORGAN & COMPANY LLC1 year Service code 27 · EIN 52-2334338 | Advisory (Plan) | $50,243 |
US BANK5+ years Service code 14 · EIN 31-0841368 | Plan Administrator | $17,878 |
EIDE BAILLY LLP1 year Service code 19 · EIN 45-0250958 | Securities Custodian | $14,031 |
DECARLO & SHANLEY1 year Filed as: DECARLO SHANLEY APC Service code 29 · EIN 95-4022565 | Legal | $8,789 |
CYNTHIA GRAYDON2 years Service code 10 · EIN 56-2455975 | Accounting | $5,808 |
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.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,524 | $122,602-93.0% | $177,821-95.2% | $93,223-90.9% |
| Participation rate | 63.9% | 91.3%-27.4pp | 87.7%-23.8pp | 74.9%-11.0pp |
| Annual return | 9.01% | 22.53%-13.5pp | 48.32%-39.3pp | 19.29%-10.3pp |
| Employer contribution / active EE | $329 | $4,338-92.4% | $5,918-94.4% | $2,680-87.7% |
| Participant deferral / active EE | $0 | $7,134-100.0% | $7,714-100.0% | $4,563-100.0% |
| Admin fee / account holder | $46 | $62-25.6% | $12,427-99.6% | $79-42.1% |