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 |
|---|---|---|
Service code 13 · EIN 27-0293282 | Contract Administrator | $14,081 |
BARLEY MCNAMARA WILD1 year Service code 10 · EIN 27-3236857 5150 BELFORT RD. · JACKSONVILLE, FL 32256 | Accounting | $8,941 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 15 · EIN 04-1590850 | Recordkeeping | $4,570 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,593 | $35,485-53.2% | $74,550-77.7% | $55,725-70.2% |
| Participation rate | 85.5% | 62.5%+22.9pp | 69.1%+16.3pp | 70.9%+14.6pp |
| Annual return | -5.94% | 0.72%-6.7pp | 32.53%-38.5pp | 244.93%-250.9pp |
| Employer contribution / active EE | $788 | $777+1.4% | $1,961-59.8% | $2,078-62.1% |
| Participant deferral / active EE | $1,614 | $2,181-26.0% | $3,108-48.1% | $3,356-51.9% |
| Admin fee / account holder | $99 | $114-13.2% | $5,060-98.0% | $115-13.8% |