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 |
|---|---|---|
Service code 27 · EIN 59-1531281 | Advisory (Plan) | $87,073 |
SAX LLP1 year Filed as: SAX ACCOUNTING TAX ADVISORY LLP Service code 10 · EIN 81-2950760 | Accounting | $15,000 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $4,590 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $67,070 | $35,485+89.0% | $74,550-10.0% | $55,725+20.4% |
| Participation rate | 50.9% | 62.5%-11.6pp | 69.1%-18.2pp | 70.9%-19.9pp |
| Annual return | -4.01% | 0.72%-4.7pp | 32.53%-36.5pp | 244.93%-248.9pp |
| Employer contribution / active EE | $2,284 | $777+193.8% | $1,961+16.5% | $2,078+9.9% |
| Participant deferral / active EE | $4,632 | $2,181+112.4% | $3,108+49.0% | $3,356+38.0% |
| Admin fee / account holder | $145 | $114+26.4% | $5,060-97.1% | $115+25.5% |