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 4-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: MOONEY, GREEN SAINDON, MURPHY Service code 29 · EIN 52-1958229 | Legal | $17,370 |
CARDAY ASSOCIATES1+ years Service code 14 · EIN 53-0257019 | Plan Administrator | $11,950 |
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173 | $64,119-99.7% | $112,228-99.8% | $66,914-99.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | 0.00% | -13.81%+13.8pp | 27.45%-27.4pp | 1.58%-1.6pp |
| Employer contribution / active EE | $306 | $3,005-89.8% | $3,635-91.6% | $2,544-88.0% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $133 | $625-78.7% | $6,410-97.9% | $593-77.5% |