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 5-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 |
|---|---|---|
DUMONT, MORRIS AND BURKE, PC5+ years Service code 29 · EIN 54-2087269 | Legal | $50,130 |
Filed as: BENEFIT PLAN ADMIN SERVICES Service code 12 · EIN 16-1503696 | Account maintenance fees; Recordkeepi... | $34,255 |
ATLAS FINANCIAL GROUP, LLC5+ years Service code 14 · EIN 02-0521107 | Plan Administrator | $17,710 |
D'ARCANGELO & CO., LLP5+ years Service code 10 · EIN 13-2550103 | Accounting | $12,510 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,830 | $103,282-90.5% | $81,382-87.9% | $99,062-90.1% |
| Participation rate | 79.4% | 73.2%+6.1pp | 69.5%+9.9pp | 71.6%+7.7pp |
| Annual return | 14.65% | 15.11%-0.5pp | 24.73%-10.1pp | 17.66%-3.0pp |
| Employer contribution / active EE | $844 | $3,061-72.4% | $2,463-65.7% | $3,262-74.1% |
| Participant deferral / active EE | $415 | $4,549-90.9% | $3,883-89.3% | $5,331-92.2% |
| Admin fee / account holder | $30 | $78-62.0% | $5,768-99.5% | $109-72.6% |