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, LLC3+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 21 · EIN 22-3361201 | Bank Trustee | $17,639 |
INTAC ACTUARIAL SERVICES3+ years Service code 14 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Plan Administrator | $7,450 |
MARKS PANETH LLP3+ years Service code 10 · EIN 11-3518842 685 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $0 |
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.
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 | $13,684 | $47,977-71.5% | $154,107-91.1% | $56,287-75.7% |
| Participation rate | 12.3% | 66.2%-53.8pp | 83.0%-70.7pp | 69.9%-57.5pp |
| Annual return | 11.23% | 3.54%+7.7pp | 735.12%-723.9pp | -9.96%+21.2pp |
| Employer contribution / active EE | $88 | $2,169-95.9% | $5,298-98.3% | $2,111-95.8% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $176 | $438-59.7% | $13,411-98.7% | $521-66.1% |