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 |
|---|---|---|
GELMAN PENSION CONSULTING, INC.1+ years Service code 11 70 WEST 40TH STREET 8TH FLOOR · NEW YORK, NY 10018 | Actuarial | $12,954 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,893 |
QUINT CAPITAL CORPORATION1+ years Filed as: QUINT CHAMPION CAPITAL CORP. Service code 26 230 PARK AVE SUITE 460 · NEW YORK, NY 101690499 | Advisory (Participants) | $0 |
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 | $2,355 | $37,117-93.7% | $147,614-98.4% | $55,191-95.7% |
| Participation rate | 99.5% | 63.6%+35.8pp | 84.6%+14.8pp | 69.2%+30.3pp |
| Annual return | 1.56% | 3.44%-1.9pp | 61.98%-60.4pp | 10.78%-9.2pp |
| Employer contribution / active EE | $2,297 | $1,620+41.8% | $5,564-58.7% | $1,899+21.0% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $20 | $86-76.4% | $11,611-99.8% | $91-77.8% |