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 |
|---|---|---|
Filed as: ALEXANDER AROUSON FINNING Service code 99 · EIN 04-2571780 | Other Fees | $12,500 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,050 |
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 | $106,308 | $155,795-31.8% | $136,294-22.0% | $69,631+52.7% |
| Participation rate | 69.8% | 75.2%-5.5pp | 81.9%-12.1pp | 70.7%-0.9pp |
| Annual return | 20.38% | 232464.33%-232444.0pp | 5155.94%-5135.6pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $1,755 | $2,991-41.3% | $4,695-62.6% | $2,032-13.6% |
| Participant deferral / active EE | $5,711 | $5,394+5.9% | $6,247-8.6% | $3,224+77.2% |
| Admin fee / account holder | $9 | $128-92.7% | $9,243-99.9% | $110-91.5% |