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 15 · EIN 13-3689044 | Recordkeeping | $38,866 |
TJS DEEMER DANA LLP1 year Filed as: TJS DEEMER DANA, LLP Service code 10 · EIN 58-2663273 | Accounting | $10,000 |
ERISA SERVICES, INC.1 year Service code 15 · EIN 62-1200951 | Recordkeeping | $4,171 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,393 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,261 | $74,552-62.1% | $62,995-55.1% | $69,631-59.4% |
| Participation rate | 80.8% | 78.3%+2.5pp | 74.8%+6.0pp | 70.7%+10.1pp |
| Annual return | 25.96% | 15.77%+10.2pp | 87.57%-61.6pp | 27571.02%-27545.1pp |
| Employer contribution / active EE | $314 | $2,929-89.3% | $2,759-88.6% | $2,032-84.6% |
| Participant deferral / active EE | $4,312 | $2,974+45.0% | $3,329+29.5% | $3,224+33.8% |
| Admin fee / account holder | $33 | $59-45.0% | $3,600-99.1% | $110-70.4% |