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 |
|---|---|---|
UHY LLP5+ years Service code 10 · EIN 20-0694403 | Accounting | $9,533 |
SECURITIES AMERICA INC5+ years Filed as: M&T SECURITIES Service code 27 · EIN 16-1263079 | Advisory (Plan) | $8,993 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,525 |
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 | $96,421 | $47,922+101.2% | $75,886+27.1% | $65,185+47.9% |
| Participation rate | 55.8% | 63.0%-7.2pp | 69.3%-13.4pp | 70.2%-14.4pp |
| Annual return | 19.90% | 24.12%-4.2pp | 30.76%-10.9pp | 29.38%-9.5pp |
| Employer contribution / active EE | $1,451 | $1,557-6.8% | $2,500-42.0% | $2,177-33.3% |
| Participant deferral / active EE | $2,209 | $2,550-13.4% | $3,603-38.7% | $3,514-37.1% |
| Admin fee / account holder | $281 | $532-47.2% | $5,418-94.8% | $847-66.9% |