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 |
|---|---|---|
STATE BANK3+ years Service code 21 · EIN 34-6831594 | Bank Trustee | $35,860 |
JACOB, HAXTON & BOORD, LLC3+ years Filed as: JACOB, HAXTON & BOORD LLC Service code 14 · EIN 20-0754801 | Plan Administrator | $1,900 |
MCCRATE, DELAET & CO.3+ years Service code 10 · EIN 34-1205613 | Accounting | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,308 | $71,666-77.2% | $117,854-86.2% | $69,631-76.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.7%+20.3pp | 70.7%+29.3pp |
| Annual return | 5.40% | 18.86%-13.5pp | 335.08%-329.7pp | 27571.02%-27565.6pp |
| Employer contribution / active EE | $488 | $1,889-74.1% | $3,786-87.1% | $2,032-76.0% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $145 | $120+20.3% | $8,020-98.2% | $110+31.0% |