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 |
|---|---|---|
MSL, P.A.2 years Service code 10 · EIN 59-3070669 255 S. ORANGE AVE., STE. 600 · ORLANDO, FL 32801 | Accounting | $26,786 |
BSI3 years Service code 15 · EIN 27-0187600 9340 W. MARTIN AVE., STE. 100 · LAS VEGAS, NV 89148 | Recordkeeping | $19,794 |
DAVID LEMCKE1 year Service code 20 · EIN 26-6898514 1177 COMMERCE DR. · DECATUR, GA 30030 | Trustee (individual) | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $183,592-100.0% | $155,567-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | -5.17% | 61.24%-66.4pp | 64.74%-69.9pp | 561.95%-567.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |