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: ROSS, SINCLAIRE & ASSOCIATES, LLC Service code 16 · EIN 20-2461737 | Consulting | $46,556 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,083 |
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 | $43,567 | $53,925-19.2% | $75,670-42.4% | $69,631-37.4% |
| Participation rate | 63.3% | 71.2%-7.9pp | 72.3%-9.0pp | 70.7%-7.4pp |
| Annual return | 15.66% | 17.84%-2.2pp | 27.34%-11.7pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $467 | $1,802-74.1% | $2,352-80.1% | $2,032-77.0% |
| Participant deferral / active EE | $2,310 | $2,569-10.1% | $3,142-26.5% | $3,224-28.3% |
| Admin fee / account holder | $124 | $97+27.8% | $5,800-97.9% | $110+12.3% |