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 |
|---|---|---|
DANZIGER & MARKHOFF LLP1 year Filed as: DANZINGER & MARKOFF Service code 15 · EIN 13-3010201 1133 WESTCHESTER AVE., SUITE N208 · WHITE PLAINS, NY 10604 | Recordkeeping | $2,700 |
Filed as: AEGIS FIDUCIARY SERVICES LLC Service code 24 · EIN 82-1593389 7200 HIGHWAY 278, NE SUIRE 205 · COVINGTON, GA 30014 | Discretionary Trustee | $2,648 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,923 | $91,538-70.6% | $129,995-79.3% | $75,163-64.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 44.20% | -631.11%+675.3pp | -137.18%+181.4pp | 160.62%-116.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $45 | $6,790-99.3% | $10,614-99.6% | $5,651-99.2% |