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 |
|---|---|---|
KREISCHER MILLER2 years Service code 10 · EIN 23-1980475 | Accounting | $13,690 |
FULTON FINANCIAL ADVISORS2 years Filed as: FULTON BANK, N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $2,199 |
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,794 | $72,607-65.9% | $90,749-72.7% | $66,914-62.9% |
| Participation rate | 76.0% | 73.7%+2.4pp | 75.7%+0.3pp | 69.8%+6.2pp |
| Annual return | -16.41% | -12.28%-4.1pp | -12.16%-4.2pp | 1.58%-18.0pp |
| Employer contribution / active EE | $411 | $2,369-82.7% | $2,921-85.9% | $2,544-83.8% |
| Participant deferral / active EE | $2,479 | $3,977-37.7% | $4,564-45.7% | $4,237-41.5% |
| Admin fee / account holder | $104 | $707-85.3% | $8,445-98.8% | $593-82.5% |