Filed February 10, 2015
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 |
|---|---|---|
EICHEN & DIMEGLIO1 year Service code 10 · EIN 11-3320902 | Accounting | $21,800 |
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 | $99,958 | $85,199+17.3% | $57,179+74.8% | $63,975+56.2% |
| Participation rate | 19.4% | 74.0%-54.6pp | 75.3%-55.9pp | 71.1%-51.7pp |
| Annual return | 7.95% | 10.43%-2.5pp | 14.59%-6.6pp | 48.65%-40.7pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,682-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,579 | $3,109-49.2% | $3,096-49.0% | $3,356-52.9% |
| Admin fee / account holder | $22 | $39-41.9% | $3,139-99.3% | $70-68.1% |