See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.9+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $66,300 |
LARRY MAGARIK, ESQ9+ years Service code 20 · EIN 46-4963823 | Direct payment from the plan; Trustee... | $10,280 |
BARATZ & ASSOCIATES, P.A.9+ years Service code 10 · EIN 22-2212404 | Accounting | $6,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $337,745-100.0% | $337,745-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 53.6%-53.6pp | 44.1%-44.1pp | 55.8%-55.8pp |
| Annual return | 273.86% | 9.53%+264.3pp | 9.57%+264.3pp | 24.42%+249.4pp |
| Employer contribution / active EE | $0 | $44,170-100.0% | $39,758-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $40-100.0% | $45-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $352,588-100.0% | $352,588-100.0% | $22,079-100.0% |