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 |
|---|---|---|
EJREYNOLDS, INC.9+ years Service code 10 · EIN 59-2265857 9050 PINES BOULEVARD · PEMBROKE PINES, FL 33024 | Accounting | $11,140 |
BRUNT, SWEENEY, MATZ, PA9+ years Service code 10 7369 SHERIDAN STREET · HOLLYWOOD, FL 33024 | Accounting | $6,950 |
MALCOM H. GISSEN & ASSOC9+ years Service code 27 · EIN 20-4690481 1700 CALIFORNIA STREET, SUITE 335 · SAN FRANCISCO, CA 94109 | Advisory (Plan) | $5,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,089 | $55,415-94.4% | $155,509-98.0% | $74,495-95.9% |
| Participation rate | 21.9% | 61.9%-40.0pp | 78.2%-56.3pp | 67.2%-45.3pp |
| Annual return | 8.46% | 268.50%-260.0pp | 64.67%-56.2pp | 1364.94%-1356.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $62 | $1,738-96.4% | $15,912-99.6% | $1,942-96.8% |