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 5-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 |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 21 · EIN 22-3361201 | Bank Trustee | $16,008 |
MARKS PANETH LLP1+ years Service code 10 · EIN 11-3518842 685 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $8,000 |
INTAC ACTUARIAL SERVICES1+ years Service code 14 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Plan Administrator | $7,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,199 | $46,732-73.9% | $156,549-92.2% | $55,167-77.9% |
| Participation rate | 17.4% | 65.8%-48.4pp | 84.0%-66.6pp | 69.0%-51.6pp |
| Annual return | -3.94% | 17.72%-21.7pp | 32.23%-36.2pp | 169.23%-173.2pp |
| Employer contribution / active EE | $67 | $2,105-96.8% | $5,501-98.8% | $1,963-96.6% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $205 | $418-51.0% | $13,027-98.4% | $504-59.3% |