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 | $15,026 |
ELSASS FINANCIAL GROUP, INC.4 years Service code 63 · EIN 20-0228797 | 12b-1 Fees | $9,523 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,571 | $60,989-77.7% | $60,874-77.7% | $66,914-79.7% |
| Participation rate | 85.0% | 74.5%+10.5pp | 73.1%+11.8pp | 69.8%+15.2pp |
| Annual return | -15.85% | -9.60%-6.3pp | 16.90%-32.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,358 | $2,661-49.0% | $2,701-49.7% | $2,544-46.6% |
| Participant deferral / active EE | $1,120 | $3,615-69.0% | $3,817-70.7% | $4,237-73.6% |
| Admin fee / account holder | $237 | $338-29.9% | $3,224-92.6% | $593-60.0% |