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 |
|---|---|---|
Filed as: R J AUGUSTINE & ASSOCIATES Service code 10 · EIN 36-3745280 999 PLAZA DRIVE · SCHAUMBURG, IL 60173 | Accounting | $28,591 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 15 · EIN 13-5674085 | Recordkeeping | $3,213 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,465 | $36,700-22.4% | $171,082-83.4% | $63,975-55.5% |
| Participation rate | 19.8% | 61.5%-41.8pp | 76.7%-56.9pp | 71.1%-51.3pp |
| Annual return | 8.55% | 12.80%-4.3pp | 32.56%-24.0pp | 48.65%-40.1pp |
| Employer contribution / active EE | $221 | $1,210-81.7% | $4,002-94.5% | $2,182-89.9% |
| Participant deferral / active EE | $767 | $2,696-71.6% | $4,797-84.0% | $3,356-77.2% |
| Admin fee / account holder | $254 | $68+276.4% | $8,520-97.0% | $70+260.9% |