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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,942 |
FLAGSHIP TRADING CORP1 year Service code 13 · EIN 34-1410686 | Contract Administrator | $6,556 |
PEASE & ASSOCIATES, LLC1 year Service code 10 1422 EUCLID AVE #400 · CLEVELAND, OH 44115 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,694 | $63,924-52.0% | $108,579-71.7% | $55,167-44.4% |
| Participation rate | 88.5% | 74.3%+14.2pp | 79.6%+8.9pp | 69.0%+19.5pp |
| Annual return | 3.98% | 15.31%-11.3pp | -51.70%+55.7pp | 169.23%-165.2pp |
| Employer contribution / active EE | $1,526 | $1,879-18.8% | $3,758-59.4% | $1,963-22.3% |
| Participant deferral / active EE | $1,613 | $3,067-47.4% | $4,311-62.6% | $3,054-47.2% |
| Admin fee / account holder | $213 | $618-65.4% | $7,645-97.2% | $504-57.6% |