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 9-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 64 · EIN 71-0294708 | Recordkeeping Fees | $64,136 |
FIDUCIENT ADVISORS LLC1 year Service code 99 · EIN 36-4001764 | Other Fees | $37,394 |
Filed as: THE ANGELL PENSION GROUP INC. Service code 99 · EIN 04-2530412 | Other Fees | $15,578 |
CHRISTINE KING1 year Filed as: CHRISTINE M MENARD Service code 55 15 MANCHAUG STREET · DOUGLAS, MA 01516 | Other Commissions | $13,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $160,327 | $91,762+74.7% | $67,502+137.5% | $77,643+106.5% |
| Participation rate | 52.3% | 75.9%-23.6pp | 72.9%-20.6pp | 70.6%-18.3pp |
| Annual return | 12.68% | 14.87%-2.2pp | 3512.12%-3499.4pp | 31.24%-18.6pp |
| Employer contribution / active EE | $3,107 | $3,181-2.3% | $2,731+13.8% | $2,726+14.0% |
| Participant deferral / active EE | $3,506 | $3,903-10.2% | $4,000-12.3% | $4,647-24.6% |
| Admin fee / account holder | $133 | $176-24.3% | $3,998-96.7% | $430-69.1% |