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 |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN, P.C Service code 99 · EIN 11-1000111 | Other Fees | $13,598 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 99 · EIN 33-3000033 | Other Fees | $4,167 |
DEFINITI LLC2 years Service code 49 | Other Services | $0 |
Service code 49 · EIN 71-0294708 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,813 | $50,458-42.9% | $159,960-82.0% | $64,808-55.5% |
| Participation rate | 32.7% | 68.0%-35.3pp | 78.0%-45.2pp | 71.5%-38.7pp |
| Annual return | -17.22% | -13.42%-3.8pp | 408.60%-425.8pp | 32.82%-50.0pp |
| Employer contribution / active EE | $949 | $1,722-44.9% | $4,226-77.5% | $2,506-62.1% |
| Participant deferral / active EE | $3,007 | $4,004-24.9% | $6,182-51.4% | $4,310-30.2% |
| Admin fee / account holder | $66 | $706-90.6% | $8,698-99.2% | $188-64.8% |