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 |
|---|---|---|
JGD & ASSOCIATES LLP1 year Filed as: JGD AND ASSOCIATES Service code 10 · EIN 95-3122551 | Accounting | $39,997 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $17,496 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,496 |
Service code 17 · EIN 13-5684085 | Pension Consulting | $13,748 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,773 | $92,971-79.8% | $96,683-80.6% | $74,419-74.8% |
| Participation rate | 62.8% | 71.5%-8.7pp | 74.3%-11.5pp | 70.7%-7.9pp |
| Annual return | 11.98% | 37.49%-25.5pp | 35.69%-23.7pp | 34.38%-22.4pp |
| Employer contribution / active EE | $1,758 | $3,426-48.7% | $3,737-52.9% | $2,637-33.3% |
| Participant deferral / active EE | $875 | $3,970-77.9% | $4,878-82.1% | $4,528-80.7% |
| Admin fee / account holder | $416 | $633-34.3% | $6,730-93.8% | $348+19.5% |