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 |
|---|---|---|
SWERDLIN & COMPANY5+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY RD. · ATLANTA, GA 30328 | Recordkeeping | $14,465 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,100 | $88,122-29.5% | $141,162-56.0% | $67,579-8.1% |
| Participation rate | 39.3% | 76.5%-37.1pp | 82.5%-43.1pp | 71.3%-32.0pp |
| Annual return | 24.85% | 75.40%-50.5pp | 71.39%-46.5pp | 378.56%-353.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,632 | $5,958-72.6% | $6,709-75.7% | $3,539-53.9% |
| Admin fee / account holder | $45 | $131-65.3% | $10,261-99.6% | $142-68.1% |