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 |
|---|---|---|
QUAYLE CO. SECURITIES8+ years Service code 27 · EIN 38-2776937 | Advisory (Plan) | $37,800 |
Service code 10 · EIN 34-1316056 25000 CENTER RIDGE RD #8 · WESTLAKE, OH 44145 | Accounting | $13,630 |
Filed as: FUSCO GALLAGHER & PORCARO LLP Service code 29 · EIN 20-0467468 | Legal | $11,986 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,093 | $47,898-95.6% | $117,472-98.2% | $64,808-96.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 70.6%+29.4pp | 71.5%+28.5pp |
| Annual return | -9.98% | -15.54%+5.6pp | 29.74%-39.7pp | 32.82%-42.8pp |
| Employer contribution / active EE | $845 | $1,774-52.4% | $4,176-79.8% | $2,506-66.3% |
| Participant deferral / active EE | $0 | $3,151-100.0% | $4,070-100.0% | $4,310-100.0% |
| Admin fee / account holder | $33 | $132-74.9% | $5,645-99.4% | $188-82.4% |