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 52 · EIN 04-1590850 | Indirect Investment Fees | $26,408 |
FRAZIER & DEETER, LLC1+ years Filed as: FRAZIER & DEETER Service code 10 · EIN 58-1433845 | Accounting | $6,611 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,619 | $38,312-67.1% | $100,671-87.5% | $59,188-78.7% |
| Participation rate | 69.9% | 57.4%+12.5pp | 70.7%-0.8pp | 69.4%+0.5pp |
| Annual return | 1.49% | 2.64%-1.1pp | 20.43%-18.9pp | 5.51%-4.0pp |
| Employer contribution / active EE | $441 | $1,183-62.7% | $4,012-89.0% | $2,098-79.0% |
| Participant deferral / active EE | $1,305 | $1,847-29.4% | $3,144-58.5% | $3,265-60.0% |
| Admin fee / account holder | $23 | $68-65.7% | $4,850-99.5% | $92-74.8% |