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 |
|---|---|---|
ROSS SINCLAIRE & ASSOCIATES3+ years Filed as: ROSS, SINCLAIRE & ASSOCIATE, LLC Service code 16 · EIN 20-2461737 | Consulting | $49,492 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,965 |
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 | $40,620 | $48,261-15.8% | $68,793-41.0% | $55,725-27.1% |
| Participation rate | 57.6% | 71.0%-13.5pp | 72.2%-14.7pp | 70.9%-13.3pp |
| Annual return | -4.80% | -2.61%-2.2pp | -4.63%-0.2pp | 244.93%-249.7pp |
| Employer contribution / active EE | $508 | $1,742-70.9% | $2,625-80.7% | $2,078-75.6% |
| Participant deferral / active EE | $2,157 | $2,712-20.5% | $3,311-34.8% | $3,356-35.7% |
| Admin fee / account holder | $134 | $126+6.2% | $5,131-97.4% | $115+16.4% |