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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $28,819 |
MARCUM LLP2 years Filed as: MARCUM WEALTH MANAGEMENT GROUP LLC Service code 27 · EIN 20-2317470 | Advisory (Plan) | $15,576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,201 | $65,061-50.5% | $143,757-77.6% | $66,914-51.9% |
| Participation rate | 65.0% | 65.2%-0.1pp | 80.3%-15.3pp | 69.8%-4.8pp |
| Annual return | -16.78% | -11.14%-5.6pp | -0.04%-16.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $18 | $2,361-99.3% | $4,951-99.6% | $2,544-99.3% |
| Participant deferral / active EE | $2,894 | $2,919-0.9% | $5,637-48.7% | $4,237-31.7% |
| Admin fee / account holder | $310 | $502-38.1% | $14,673-97.9% | $593-47.7% |