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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $226,237 |
Filed as: SIGNATOR INVESTORS, INC. Service code 16 197 CLARENDON STREET · BOSTON, MA 02116 | Consulting | $93,619 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $16,880 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $71,855 | $38,833+85.0% | $78,778-8.8% | $77,958-7.8% |
| Participation rate | 57.0% | 60.9%-3.9pp | 69.2%-12.2pp | 71.6%-14.7pp |
| Annual return | 15.36% | 20.31%-4.9pp | 35.62%-20.3pp | 20.87%-5.5pp |
| Employer contribution / active EE | $1,111 | $840+32.3% | $1,986-44.1% | $2,310-51.9% |
| Participant deferral / active EE | $1,336 | $1,776-24.7% | $2,958-54.8% | $3,537-62.2% |
| Admin fee / account holder | $87 | $89-2.2% | $5,134-98.3% | $97-10.6% |