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 |
|---|---|---|
BARNES, IACCARINO & SHEPHERD LLP1+ years Filed as: BARNES DENNIG Service code 16 · EIN 31-1119890 | Consulting | $8,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $56,951 | $63,924-10.9% | $108,579-47.5% | $55,167+3.2% |
| Participation rate | 66.3% | 74.3%-8.0pp | 79.6%-13.2pp | 69.0%-2.7pp |
| Annual return | 13.25% | 15.31%-2.1pp | -51.70%+64.9pp | 169.23%-156.0pp |
| Employer contribution / active EE | $1,480 | $1,879-21.3% | $3,758-60.6% | $1,963-24.6% |
| Participant deferral / active EE | $2,202 | $3,067-28.2% | $4,311-48.9% | $3,054-27.9% |
| Admin fee / account holder | $108 | $618-82.6% | $7,645-98.6% | $504-78.6% |