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 49 · EIN 06-1036759 | Other Services | $19,980 |
MARCUM LLP2 years Filed as: MARCUM, LLP Service code 10 · EIN 11-1986323 | Accounting | $15,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,084 | $57,354-80.7% | $83,848-86.8% | $64,186-82.7% |
| Participation rate | 69.8% | 68.6%+1.2pp | 76.1%-6.4pp | 69.6%+0.2pp |
| Annual return | -7.02% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $7,744 | $2,545+204.2% | $3,631+113.3% | $2,381+225.3% |
| Participant deferral / active EE | $14 | $2,993-99.5% | $4,082-99.7% | $3,470-99.6% |
| Admin fee / account holder | $318 | $4,046-92.2% | $5,478-94.2% | $4,888-93.5% |