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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS Service code 17 · EIN 30-0282430 | Pension Consulting | $38,396 |
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $10,000 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $3,600 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Sub-transfer agency fees; Securities ... | $0 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$43,005 |
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 | $67,531 | $37,213+81.5% | $156,549-56.9% | $63,975+5.6% |
| Participation rate | 61.1% | 65.0%-3.9pp | 84.0%-22.9pp | 71.1%-10.0pp |
| Annual return | 9.11% | 47.89%-38.8pp | 32.23%-23.1pp | 48.65%-39.5pp |
| Employer contribution / active EE | $2,223 | $1,357+63.8% | $5,501-59.6% | $2,182+1.9% |
| Participant deferral / active EE | $3,601 | $2,070+74.0% | $4,871-26.1% | $3,356+7.3% |
| Admin fee / account holder | $6 | $56-89.6% | $13,027-100.0% | $70-91.7% |