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 |
|---|---|---|
GORDON J MAIER & CO LLP1 year Filed as: GORDON J. MAIER & COMPANY Service code 10 · EIN 39-0803883 845 WISCONSIN AVE · RACINE, WA 53403 | Accounting | $14,830 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,865 | $43,133-7.6% | $89,391-55.4% | $73,488-45.8% |
| Participation rate | 67.7% | 55.0%+12.7pp | 68.0%-0.3pp | 70.7%-3.0pp |
| Annual return | 14.08% | 135.66%-121.6pp | 245.62%-231.5pp | 28.51%-14.4pp |
| Employer contribution / active EE | $444 | $1,438-69.2% | $2,586-82.8% | $2,270-80.5% |
| Participant deferral / active EE | $2,420 | $2,445-1.0% | $3,890-37.8% | $3,740-35.3% |
| Admin fee / account holder | $162 | $444-63.4% | $4,881-96.7% | $513-68.4% |