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 |
|---|---|---|
PROEQUITIES INC2 years Service code 27 · EIN 63-0879387 | Advisory (Plan) | $19,298 |
SCHLENNER WENNER & CO.1 year Filed as: SCHLENNER WENNER & CO Service code 10 · EIN 41-1656121 | Accounting | $8,100 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $2,430 |
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 | $63,094 | $58,879+7.2% | $178,490-64.7% | $73,488-14.1% |
| Participation rate | 67.2% | 66.2%+1.0pp | 81.9%-14.7pp | 70.7%-3.5pp |
| Annual return | 13.63% | 24.86%-11.2pp | 151.07%-137.4pp | 28.51%-14.9pp |
| Employer contribution / active EE | $885 | $2,236-60.4% | $5,011-82.3% | $2,270-61.0% |
| Participant deferral / active EE | $4,945 | $2,567+92.6% | $5,202-4.9% | $3,740+32.2% |
| Admin fee / account holder | $170 | $400-57.6% | $13,984-98.8% | $513-66.9% |