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 |
|---|---|---|
Filed as: AMI BENEFIT PLAN ADMINISTRATORS, IN Service code 13 · EIN 34-1781113 | Contract Administrator | $11,432 |
ELSASS FINANCIAL GROUP, INC.2 years Service code 63 · EIN 20-0228797 | 12b-1 Fees | $6,888 |
Participant contribution per participant 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 | $11,436 | $65,322-82.5% | $70,449-83.8% | $73,488-84.4% |
| Participation rate | 87.2% | 77.0%+10.2pp | 75.1%+12.1pp | 70.7%+16.5pp |
| Annual return | 13.95% | 15.71%-1.8pp | 109.03%-95.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,428 | $2,460-41.9% | $2,737-47.8% | $2,270-37.1% |
| Participant deferral / active EE | $847 | $3,375-74.9% | $3,709-77.2% | $3,740-77.4% |
| Admin fee / account holder | $159 | $214-25.6% | $3,845-95.9% | $513-69.0% |