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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $99,126 |
CARNEGIE INVESTMENT COUNSEL5+ years Filed as: CARNEGIE CAPITAL ASSET MANAGEMENT Service code 27 · EIN 22-4766975 | Advisory (Plan) | $61,516 |
Service code 99 · EIN 71-0294708 | Other Fees | $2,200 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $85 |
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 | $45,141 | $47,456-4.9% | $172,739-73.9% | $77,787-42.0% |
| Participation rate | 55.0% | 66.3%-11.3pp | 82.6%-27.7pp | 73.2%-18.2pp |
| Annual return | 20.30% | 35.57%-15.3pp | 802.84%-782.5pp | 32.57%-12.3pp |
| Employer contribution / active EE | $570 | $1,574-63.8% | $5,143-88.9% | $2,504-77.2% |
| Participant deferral / active EE | $1,930 | $2,560-24.6% | $5,198-62.9% | $3,967-51.4% |
| Admin fee / account holder | $159 | $81+97.1% | $13,954-98.9% | $100+59.3% |