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 |
|---|---|---|
JEFFREY M MOORFOOT, CPA1+ years Service code 10 · EIN 38-3516602 | Accounting | $4,750 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MGMT COMPANY Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $2,064 |
THE BENEFIT ADVANTAGE, INC.1+ years Service code 10 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Accounting | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $19,504 | $88,324-77.9% | $115,037-83.0% | $55,191-64.7% |
| Participation rate | 16.6% | 72.5%-55.9pp | 81.4%-64.8pp | 69.2%-52.6pp |
| Annual return | -1.27% | 6.30%-7.6pp | 26.14%-27.4pp | 10.78%-12.0pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $910 | $5,042-81.9% | $6,026-84.9% | $3,046-70.1% |
| Admin fee / account holder | $93 | $105-11.4% | $8,175-98.9% | $91+2.9% |