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 MANAGEMENT5 years Filed as: CJM FISCAL MANAGEMENT Service code 27 724 LONG ISLAND AVENUE · GARDEN CITY, NY 11729 | Advisory (Plan) | $64,057 |
ASCENSUS LLC7+ years Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 | Recordkeeping | $43,731 |
Filed as: MILLENIUM INVESTMENT & RETIREMENT Service code 31 13850 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Named fiduciary | $3,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $13,390 | $46,292-71.1% | $143,757-90.7% | $64,808-79.3% |
| Participation rate | 67.6% | 64.2%+3.4pp | 80.3%-12.7pp | 71.5%-3.8pp |
| Annual return | -10.58% | -10.05%-0.5pp | -0.04%-10.5pp | 32.82%-43.4pp |
| Employer contribution / active EE | $1,416 | $1,910-25.8% | $4,951-71.4% | $2,506-43.5% |
| Participant deferral / active EE | $752 | $2,646-71.6% | $5,637-86.7% | $4,310-82.5% |
| Admin fee / account holder | $89 | $154-42.0% | $14,673-99.4% | $188-52.5% |