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. SECURITIES9+ years Service code 27 · EIN 38-2776937 | Advisory (Plan) | $37,183 |
Service code 10 · EIN 34-1316056 25000 CENTER RIDGE RD 8 · WESTLAKE, OH 44145 | Accounting | $15,030 |
Filed as: FUSCO GALLAGHER & PORCARO LLP Service code 29 · EIN 20-0467468 | Legal | $2,330 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,278 | $53,345-95.7% | $121,098-98.1% | $74,419-96.9% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.5%+30.5pp | 70.7%+29.3pp |
| Annual return | 9.15% | 35.15%-26.0pp | 985.75%-976.6pp | 34.38%-25.2pp |
| Employer contribution / active EE | $1,356 | $1,898-28.6% | $4,164-67.4% | $2,637-48.6% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,080-100.0% | $4,528-100.0% |
| Admin fee / account holder | $33 | $382-91.4% | $5,644-99.4% | $348-90.5% |