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 |
|---|---|---|
RAICH ENDE MALTER & CO. LLP1 year Filed as: RAICH ENDE MALTER & CO LLP Service code 10 90 MERRICK AVE, STE 802 · EAST MEADOW, NY 11554 | Accounting | $23,500 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,042 |
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 | $192,674 | $71,192+170.6% | $117,854+63.5% | $62,292+209.3% |
| Participation rate | 63.6% | 74.2%-10.7pp | 79.7%-16.1pp | 69.5%-5.9pp |
| Annual return | 11.97% | 18.66%-6.7pp | 335.08%-323.1pp | 28.90%-16.9pp |
| Employer contribution / active EE | $2,467 | $1,934+27.6% | $3,786-34.8% | $2,042+20.8% |
| Participant deferral / active EE | $4,869 | $3,189+52.7% | $4,482+8.6% | $3,169+53.7% |
| Admin fee / account holder | $271 | $587-53.9% | $8,020-96.6% | $479-43.5% |