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 |
|---|---|---|
STIFEL NICOLAUS & CO INC6+ years Service code 55 501 N BROADWAY · ST. LOUIS, MO 63102 | Other Commissions | $19,671 |
DANZIGER & MARKHOFF LLP6+ years Filed as: DANZIGER AND MARKHOFF LLP Service code 13 · EIN 13-3010201 1133 WESTCHESTER AVE. · WHITE PLAINS, NY 10604 | Contract Administrator | $17,350 |
RBT CPAS, LLP3 years Filed as: RBT CPAS LLP Service code 10 · EIN 14-1604297 11 RACQUET RD · NEWBURGH, NY 12550 | Accounting | $12,500 |
Filed as: ADVISED ASSETS GROUP GREAT WEST Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $518 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,046 | $100,801-75.2% | $149,696-83.3% | $73,409-65.9% |
| Participation rate | 22.9% | 77.7%-54.8pp | 82.5%-59.6pp | 72.2%-49.3pp |
| Annual return | 17.65% | 265.34%-247.7pp | 276.60%-258.9pp | 59.29%-41.6pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,737 | $6,404-72.9% | $6,842-74.6% | $3,805-54.3% |
| Admin fee / account holder | $3 | $181-98.3% | $9,309-100.0% | $158-98.0% |