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 |
|---|---|---|
BARCLAY PLANNING GROUP2+ years Filed as: BARCLAY PLANNING GROUP, LLC Service code 14 · EIN 38-3466149 | Plan Administrator | $12,020 |
Filed as: BENDA, GRACE, STULTZ & COMPANY, PC Service code 10 · EIN 38-2284921 | Accounting | $7,600 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $2,185 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,400 | $74,552-74.0% | $62,995-69.2% | $69,631-72.1% |
| Participation rate | 56.9% | 78.3%-21.3pp | 74.8%-17.9pp | 70.7%-13.8pp |
| Annual return | 10.91% | 15.77%-4.9pp | 87.57%-76.7pp | 27571.02%-27560.1pp |
| Employer contribution / active EE | $1,585 | $2,929-45.9% | $2,759-42.5% | $2,032-22.0% |
| Participant deferral / active EE | $962 | $2,974-67.6% | $3,329-71.1% | $3,224-70.1% |
| Admin fee / account holder | $18 | $59-69.9% | $3,600-99.5% | $110-83.8% |