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 |
|---|---|---|
CJM WEALTH MANAGEMENT3 years Filed as: CJM FISCAL MANAGEMENT Service code 27 724 LONG ISLAND AVENUE · GARDEN CITY, NY 11729 | Advisory (Plan) | $51,690 |
ASCENSUS LLC5+ years Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 | Recordkeeping | $46,687 |
Filed as: MILLENIUM INVESTMENT & RETIREMENT Service code 31 13850 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Named fiduciary | $3,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $10,829 | $56,095-80.7% | $178,490-93.9% | $90,288-88.0% |
| Participation rate | 76.6% | 65.6%+11.1pp | 81.9%-5.3pp | 73.4%+3.3pp |
| Annual return | 0.16% | 28.81%-28.7pp | 151.07%-150.9pp | 53.97%-53.8pp |
| Employer contribution / active EE | $1,075 | $1,572-31.6% | $5,011-78.5% | $2,524-57.4% |
| Participant deferral / active EE | $649 | $2,669-75.7% | $5,202-87.5% | $4,232-84.7% |
| Admin fee / account holder | $68 | $101-32.8% | $13,984-99.5% | $114-40.7% |