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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,691 |
VERITY ACCOUNTANCEY PC1 year Filed as: VERITY ACCOUNTANCY, PC Service code 10 · EIN 26-0043046 | Accounting | $7,714 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,866 | $49,177-75.9% | $79,464-85.1% | $64,186-81.5% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.3%-23.3pp | 69.6%-19.6pp |
| Annual return | -11.31% | -1.16%-10.2pp | 718.14%-729.4pp | 7.63%-18.9pp |
| Employer contribution / active EE | $546 | $2,076-73.7% | $2,800-80.5% | $2,381-77.1% |
| Participant deferral / active EE | $1,209 | $2,821-57.2% | $3,704-67.4% | $3,470-65.2% |
| Admin fee / account holder | $347 | $3,839-91.0% | $5,113-93.2% | $4,888-92.9% |