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 LLP6+ years Service code 10 · EIN 20-0694403 | Accounting | $9,840 |
SECURITIES AMERICA INC6+ years Filed as: M&T SECURITIES Service code 27 · EIN 16-1263079 | Advisory (Plan) | $8,758 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,700 |
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 | $96,823 | $55,636+74.0% | $81,983+18.1% | $73,488+31.8% |
| Participation rate | 58.0% | 62.3%-4.3pp | 69.2%-11.2pp | 70.7%-12.7pp |
| Annual return | 12.37% | 19.07%-6.7pp | 41.31%-28.9pp | 28.51%-16.1pp |
| Employer contribution / active EE | $933 | $1,625-42.6% | $2,498-62.7% | $2,270-58.9% |
| Participant deferral / active EE | $1,603 | $2,762-42.0% | $3,722-56.9% | $3,740-57.1% |
| Admin fee / account holder | $297 | $493-39.6% | $5,664-94.7% | $513-42.0% |