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 |
|---|---|---|
RESTIVO MONACELLI2 years Service code 10 · EIN 77-0601437 | Accounting | $13,418 |
Filed as: ABACUS BENEFITS CONSULTANTS, INC. Service code 17 · EIN 05-0460654 | Pension Consulting | $5,250 |
Filed as: JOHN J. NEUHAUSER Service code 28 · EIN 11-1000111 | Investment Management | $2,000 |
MORNINGSTAR5+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,000 |
Filed as: VOYA RETIREMTINS. AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $442 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $77,547 | $98,982-21.7% | $162,163-52.2% | $65,185+19.0% |
| Participation rate | 54.9% | 85.8%-30.9pp | 87.6%-32.7pp | 70.2%-15.3pp |
| Annual return | 21.96% | 24.84%-2.9pp | 115.59%-93.6pp | 29.38%-7.4pp |
| Employer contribution / active EE | $525 | $3,467-84.9% | $5,614-90.7% | $2,177-75.9% |
| Participant deferral / active EE | $3,745 | $5,384-30.5% | $7,298-48.7% | $3,514+6.6% |
| Admin fee / account holder | $136 | $596-77.3% | $10,843-98.7% | $847-84.0% |