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 8-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 |
|---|---|---|
MALCOM H. GISSEN & ASSOC3+ years Service code 27 · EIN 20-4690481 1700 CALIFORNIA STREET, SUITE 335 · SAN FRANCISCO, CA 94109 | Advisory (Plan) | $5,965 |
EJREYNOLDS, INC.3+ years Service code 10 · EIN 59-2265857 9050 PINES BOULEVARD · PEMBROKE PINES, FL 33024 | Accounting | $5,630 |
BRUNT, SWEENEY, MATZ, PA3+ years Service code 10 7369 SHERIDAN STREET · HOLLYWOOD, FL 33024 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,019 | $47,977-93.7% | $154,107-98.0% | $56,287-94.6% |
| Participation rate | 59.7% | 66.2%-6.5pp | 83.0%-23.4pp | 69.9%-10.2pp |
| Annual return | 8.43% | 3.54%+4.9pp | 735.12%-726.7pp | -9.96%+18.4pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $54 | $438-87.7% | $13,411-99.6% | $521-89.6% |