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 |
|---|---|---|
ELSASS FINANCIAL GROUP, INC.6 years Service code 63 · EIN 20-0228797 | 12b-1 Fees | $15,066 |
Filed as: AMI BENEFIT PLAN ADMINISTRATORS, IN Service code 13 · EIN 34-1781113 | Contract Administrator | $15,016 |
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 | $18,863 | $69,763-73.0% | $67,502-72.1% | $74,495-74.7% |
| Participation rate | 90.5% | 71.4%+19.2pp | 72.9%+17.7pp | 67.2%+23.3pp |
| Annual return | 13.16% | -40.34%+53.5pp | 3512.12%-3499.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,215 | $2,704-18.1% | $2,731-18.9% | $2,623-15.5% |
| Participant deferral / active EE | $1,495 | $3,636-58.9% | $4,000-62.6% | $4,346-65.6% |
| Admin fee / account holder | $200 | $896-77.7% | $3,998-95.0% | $1,942-89.7% |