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 26 625 FOURTH AVENUE S · MINNEAPOLIS, MN 55415 | Advisory (Participants) | $11,404 |
CARPENTER MORSE GROUP2 years Service code 10 2170 W. STATE ROAD 434 · LONGWOOD, FL 32779 | Accounting | $3,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,652 | $99,957-58.3% | $149,696-72.2% | $73,488-43.3% |
| Participation rate | 69.9% | 75.7%-5.8pp | 82.5%-12.6pp | 70.7%-0.8pp |
| Annual return | 19.97% | 53.87%-33.9pp | 276.60%-256.6pp | 28.51%-8.5pp |
| Employer contribution / active EE | $14 | $3,191-99.6% | $4,644-99.7% | $2,270-99.4% |
| Participant deferral / active EE | $5,642 | $6,073-7.1% | $6,842-17.5% | $3,740+50.9% |
| Admin fee / account holder | $9 | $551-98.4% | $9,309-99.9% | $513-98.3% |