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 | $46,359 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,000 |
GUMBINER SAVETT INC.3 years Service code 10 · EIN 95-2875688 | Accounting | $15,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $103,772 | $98,750+5.1% | $149,696-30.7% | $79,858+29.9% |
| Participation rate | 71.3% | 75.8%-4.5pp | 82.5%-11.2pp | 69.6%+1.6pp |
| Annual return | 12.01% | 27.43%-15.4pp | 276.60%-264.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,359 | $5,680-58.5% | $6,842-65.5% | $3,740-36.9% |
| Admin fee / account holder | $705 | $6,053-88.3% | $9,309-92.4% | $5,306-86.7% |