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 fees; Float revenue; Cl... | $148,490 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 16 · EIN 93-0987232 | Consulting | $91,579 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $19,320 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,699 | $43,466+81.1% | $90,951-13.5% | $90,288-12.8% |
| Participation rate | 49.9% | 62.5%-12.5pp | 69.0%-19.1pp | 73.4%-23.4pp |
| Annual return | 5.11% | 25.26%-20.1pp | 134.60%-129.5pp | 53.97%-48.9pp |
| Employer contribution / active EE | $948 | $840+12.9% | $2,122-55.3% | $2,524-62.4% |
| Participant deferral / active EE | $1,322 | $2,138-38.1% | $3,373-60.8% | $4,232-68.8% |
| Admin fee / account holder | $119 | $92+29.5% | $5,959-98.0% | $114+4.3% |