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 4-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 |
|---|---|---|
JACKSON LEWIS P.C.2+ years Service code 29 · EIN 46-3862389 | Legal | $15,224 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $13,461 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $5,679 |
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,710 | $93,024+25.5% | $77,024+51.5% | $134,475-13.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -18.84% | 62.60%-81.4pp | 42.32%-61.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $6,640 | $3,418+94.3% | $2,812+136.1% | $4,740+40.1% |
| Participant deferral / active EE | $15,759 | $5,238+200.9% | $4,426+256.0% | $6,400+146.2% |
| Admin fee / account holder | $142 | $6,944-98.0% | $5,425-97.4% | $11,426-98.8% |