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 06-1050034 | Contract Administrator | $52,312 |
THORNHILL FINANCIAL, INC.5+ years Service code 10 · EIN 34-1818419 | Accounting | $13,000 |
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.
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 | $90,813 | $105,247-13.7% | $87,100+4.3% | $77,787+16.7% |
| Participation rate | 0.0% | 85.8%-85.8pp | 76.9%-76.9pp | 73.2%-73.2pp |
| Annual return | 18.53% | 24.52%-6.0pp | 28.19%-9.7pp | 32.57%-14.0pp |
| Employer contribution / active EE | $3,249 | $2,895+12.3% | $2,521+28.9% | $2,504+29.7% |
| Participant deferral / active EE | $3,703 | $5,060-26.8% | $4,049-8.5% | $3,967-6.7% |
| Admin fee / account holder | $41 | $104-60.5% | $7,497-99.4% | $100-58.8% |