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 |
|---|---|---|
MEADEN & MOORE, LTD.2+ years Service code 10 · EIN 34-1818258 | Accounting | $10,300 |
HARTLAND & CO2+ years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $8,251 |
Filed as: FIDELITY INV INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $6,434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,648 | $98,217-4.7% | $105,722-11.4% | $63,975+46.4% |
| Participation rate | 63.4% | 81.9%-18.5pp | 78.9%-15.5pp | 71.1%-7.7pp |
| Annual return | 5.16% | 20.18%-15.0pp | 12.25%-7.1pp | 48.65%-43.5pp |
| Employer contribution / active EE | $0 | $4,802-100.0% | $4,079-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $3,221 | $6,019-46.5% | $5,326-39.5% | $3,356-4.0% |
| Admin fee / account holder | $34 | $70-51.9% | $8,308-99.6% | $70-52.3% |