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 |
|---|---|---|
EM PRINTING2 years Filed as: PRINTING,PACKAGING &PRODUCTION WORK Service code 14 · EIN 58-6236406 715 VETERANS HIGHWAY PO BOX 641 · MABLETON, GA 30126 | Plan Administrator | $62,114 |
STEVEN D EISENBERG CPA PA3 years Filed as: STEVEN D. EISENBERG CPA, P.A. Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE 1128 · BOCA RATON, FL 33487 | Accounting | $14,776 |
Service code 17 · EIN 81-5459741 661 N ERICSON ROAD · MEMPHIS, TN 38018 | Pension Consulting | $5,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $23,571 | $129,021-81.7% | $184,203-87.2% | $77,643-69.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 9.14% | 33.27%-24.1pp | 28.81%-19.7pp | 31.24%-22.1pp |
| Employer contribution / active EE | $627 | $4,413-85.8% | $6,427-90.2% | $2,726-77.0% |
| Participant deferral / active EE | $3,912 | $7,297-46.4% | $9,131-57.2% | $4,647-15.8% |
| Admin fee / account holder | $239 | $254-5.8% | $13,901-98.3% | $430-44.5% |