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 |
|---|---|---|
JACOB, HAXTON & BOORD, LLC3+ years Service code 15 · EIN 20-0754801 | Recordkeeping | $25,047 |
STADION MONEY MANAGEMENT3+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $10,418 |
Filed as: GUARDIAN INSURANCE & ANNUITY CO. Service code 15 · EIN 13-2656036 | Recordkeeping | $5,142 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,270 | $46,173-84.3% | $170,442-95.7% | $69,631-89.6% |
| Participation rate | 99.7% | 63.9%+35.8pp | 83.6%+16.1pp | 70.7%+29.0pp |
| Annual return | 16.51% | 21.62%-5.1pp | 205.93%-189.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $1,368 | $1,610-15.0% | $5,433-74.8% | $2,032-32.7% |
| Participant deferral / active EE | $1,122 | $2,080-46.1% | $4,939-77.3% | $3,224-65.2% |
| Admin fee / account holder | $63 | $116-45.3% | $13,880-99.5% | $110-42.6% |