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: MAYER HOFFMAN MCCANN CPAS Service code 10 685 3RD AVENUE · NEW YORK, NY 10017 | Accounting | $16,500 |
Service code 13 420 COMMONWEALTH DRIVE · WARRENDALE, PA 15086 | Contract Administrator | $900 |
AMERICAN FUNDS8+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,126 | $34,677+93.6% | $77,024-12.8% | $64,808+3.6% |
| Participation rate | 13.7% | 49.8%-36.1pp | 67.9%-54.2pp | 71.5%-57.8pp |
| Annual return | -16.84% | -5.33%-11.5pp | 42.32%-59.2pp | 32.82%-49.7pp |
| Employer contribution / active EE | $713 | $1,370-47.9% | $2,812-74.6% | $2,506-71.5% |
| Participant deferral / active EE | $1,435 | $2,556-43.9% | $4,426-67.6% | $4,310-66.7% |
| Admin fee / account holder | $172 | $179-3.6% | $5,425-96.8% | $188-8.3% |