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, LLC4+ years Service code 15 · EIN 20-0754801 | Recordkeeping | $7,000 |
STADION MONEY MANAGEMENT4+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $6,152 |
Filed as: GUARDIAN INSURANCE & ANNUITY CO. Service code 15 · EIN 13-2656036 | Recordkeeping | $1,590 |
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 | $6,842 | $37,196-81.6% | $154,107-95.6% | $55,725-87.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -6.13% | 1319.68%-1325.8pp | 735.12%-741.2pp | 244.93%-251.1pp |
| Employer contribution / active EE | $1,356 | $1,614-16.0% | $5,298-74.4% | $2,078-34.8% |
| Participant deferral / active EE | $1,097 | $2,068-47.0% | $5,081-78.4% | $3,356-67.3% |
| Admin fee / account holder | $62 | $102-38.7% | $13,411-99.5% | $115-45.9% |