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 |
|---|---|---|
GREGORY J SCHWARTZ & COMPANY INC1+ years Filed as: GREGORY J. SCHWARTZ & CO., INC. Service code 27 · EIN 38-2117812 | Advisory (Plan) | $143,960 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $134,484 |
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 | $40,185 | $31,810+26.3% | $64,105-37.3% | $59,188-32.1% |
| Participation rate | 56.7% | 57.7%-1.0pp | 68.2%-11.5pp | 69.4%-12.7pp |
| Annual return | 0.60% | 9.41%-8.8pp | 791.24%-790.6pp | 5.51%-4.9pp |
| Employer contribution / active EE | $754 | $659+14.3% | $1,820-58.6% | $2,098-64.1% |
| Participant deferral / active EE | $2,506 | $1,582+58.4% | $2,822-11.2% | $3,265-23.2% |
| Admin fee / account holder | $233 | $57+309.6% | $4,499-94.8% | $92+152.7% |