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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,505 |
Filed as: MACROVIEW INVESTMENT MANAGEMENT LLC Service code 27 · EIN 26-4133685 | Advisory (Plan) | $8,777 |
Filed as: MACROVIEW INVESTMENT MANAGEMENT Service code 16 4800 HAMPDEN LANE · BETHESDA, MD 20814 | Consulting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,590 | $84,487-59.1% | $125,339-72.4% | $66,914-48.3% |
| Participation rate | 69.4% | 76.4%-7.0pp | 82.4%-13.0pp | 69.8%-0.4pp |
| Annual return | -12.28% | -8.39%-3.9pp | 572.05%-584.3pp | 1.58%-13.9pp |
| Employer contribution / active EE | $3,112 | $3,553-12.4% | $4,814-35.4% | $2,544+22.3% |
| Participant deferral / active EE | $7,152 | $6,781+5.5% | $7,446-4.0% | $4,237+68.8% |
| Admin fee / account holder | $255 | $685-62.8% | $10,010-97.5% | $593-57.0% |