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 |
|---|---|---|
KEVIN J. DRISCOLL2+ years Filed as: KEVIN SMITH Service code 63 · EIN 43-0345811 | 12b-1 Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,680 | $42,546-30.2% | $71,796-58.7% | $55,167-46.2% |
| Participation rate | 61.0% | 59.1%+1.9pp | 69.1%-8.1pp | 69.0%-8.0pp |
| Annual return | 9.74% | 12.36%-2.6pp | 78.04%-68.3pp | 169.23%-159.5pp |
| Employer contribution / active EE | $377 | $803-53.1% | $1,924-80.4% | $1,963-80.8% |
| Participant deferral / active EE | $2,545 | $2,064+23.3% | $2,794-8.9% | $3,054-16.7% |
| Admin fee / account holder | $4 | $650-99.3% | $4,815-99.9% | $504-99.1% |