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 |
|---|---|---|
CARDAY ASSOCIATES2+ years Service code 13 · EIN 53-0257019 7130 COLUMBIA GATEWAY DR, SUITE A · COLUMBIA, MD 21046 | Contract Administrator | $19,483 |
SALTER & COMPANY, LLC2+ years Filed as: SALTER & COMPANY Service code 10 · EIN 20-8078757 | Accounting | $7,595 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,503-100.0% | $78,689-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | -4.47% | 75.60%-80.1pp | 62.18%-66.6pp | 41.45%-45.9pp |
| Employer contribution / active EE | $4,831 | $3,176+52.1% | $2,851+69.5% | $4,869-0.8% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |