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 6-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 |
|---|---|---|
JOHN T. TOOMEY ASSOCIATES, INC.1+ years Service code 13 · EIN 04-2879032 | Contract Administrator | $1,784 |
KERBER, ECK & BRAECKEL LLP1+ years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 | Accounting | $0 |
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 | $60,641 | $72,770-16.7% | $67,652-10.4% | $55,191+9.9% |
| Participation rate | 99.6% | 78.8%+20.8pp | 75.7%+23.9pp | 69.2%+30.4pp |
| Annual return | -1.14% | -3.26%+2.1pp | 6625.04%-6626.2pp | 10.78%-11.9pp |
| Employer contribution / active EE | $2,629 | $1,769+48.6% | $2,266+16.0% | $1,899+38.4% |
| Participant deferral / active EE | $2,956 | $3,408-13.3% | $3,560-17.0% | $3,046-3.0% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |