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 |
|---|---|---|
Filed as: TEAL, BECKER AND CHIARAMONTE CPAS Service code 10 · EIN 14-1624930 | Accounting | $19,000 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,414 |
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 | $44,922 | $66,601-32.6% | $92,893-51.6% | $67,579-33.5% |
| Participation rate | 66.6% | 72.5%-5.9pp | 76.0%-9.4pp | 71.3%-4.7pp |
| Annual return | 25.90% | 92.58%-66.7pp | 109.41%-83.5pp | 378.56%-352.7pp |
| Employer contribution / active EE | $3,976 | $2,775+43.3% | $3,653+8.9% | $2,148+85.1% |
| Participant deferral / active EE | $3,946 | $3,157+25.0% | $4,236-6.8% | $3,539+11.5% |
| Admin fee / account holder | $65 | $199-67.1% | $5,794-98.9% | $142-54.0% |