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 |
|---|---|---|
CALLAN LLC2+ years Filed as: CALLAN ASSOCIATES INC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $50,553 |
MAIL IT CORPORATION2+ years Service code 38 · EIN 34-1712017 | Participant Communication | $36,046 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,369 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $11,300 |
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.
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 | $37,642 | $49,270-23.6% | $156,549-76.0% | $329,111-88.6% |
| Participation rate | 33.6% | 68.1%-34.5pp | 84.0%-50.4pp | 67.9%-34.3pp |
| Annual return | 6.06% | 23.25%-17.2pp | 32.23%-26.2pp | 16.35%-10.3pp |
| Employer contribution / active EE | $126 | $1,534-91.8% | $5,501-97.7% | $2,303-94.5% |
| Participant deferral / active EE | $1,175 | $2,920-59.8% | $4,871-75.9% | $3,682-68.1% |
| Admin fee / account holder | $15 | $51-69.5% | $13,027-99.9% | $754-98.0% |