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 |
|---|---|---|
BRADY MARTZ & ASSOCIATES3 years Filed as: BRADY, MARTZ & ASSOCIATES, P.C. Service code 10 · EIN 45-0310328 | Accounting | $11,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,149 | $54,193+23.9% | $93,654-28.3% | $77,671-13.5% |
| Participation rate | 22.8% | 63.9%-41.2pp | 68.7%-45.9pp | 70.6%-47.8pp |
| Annual return | 14.82% | 30.54%-15.7pp | 133.34%-118.5pp | 31.21%-16.4pp |
| Employer contribution / active EE | $487 | $1,168-58.3% | $2,421-79.9% | $2,726-82.1% |
| Participant deferral / active EE | $1,640 | $3,144-47.8% | $4,413-62.8% | $4,648-64.7% |
| Admin fee / account holder | $131 | $576-77.2% | $8,282-98.4% | $430-69.4% |