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 |
|---|---|---|
UHY LLP1 year Service code 10 · EIN 20-0694403 | Accounting | $9,190 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 · EIN 59-1237041 | Other Commissions | $7,529 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $45,130 | $40,174+12.3% | $84,015-46.3% | $67,579-33.2% |
| Participation rate | 39.4% | 62.7%-23.2pp | 69.0%-29.6pp | 71.3%-31.8pp |
| Annual return | 22.50% | 25.82%-3.3pp | 71.31%-48.8pp | 378.56%-356.1pp |
| Employer contribution / active EE | $332 | $808-58.8% | $1,983-83.2% | $2,148-84.5% |
| Participant deferral / active EE | $1,077 | $2,301-53.2% | $3,239-66.7% | $3,539-69.6% |
| Admin fee / account holder | $90 | $128-29.8% | $6,101-98.5% | $142-36.7% |