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 9-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 |
|---|---|---|
ARTY COHN & FEUER LC1+ years Service code 10 · EIN 65-0718930 | Accounting | $27,748 |
SUGARMAN & SUSSKIND PA1+ years Service code 29 · EIN 59-2539792 | Legal | $26,500 |
NANCY FERGUSON1+ years Filed as: NANCY SANCHEZ Service code 10 704 SUMMIT COURT · MOUNT DORA, FL 32757 | Accounting | $5,485 |
Service code 99 · EIN 06-1050034 | Other Fees | $1,040 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,576 | $71,802-88.1% | $133,980-93.6% | $57,658-85.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | -5.73% | 13.51%-19.2pp | 29.30%-35.0pp | 5.13%-10.9pp |
| Employer contribution / active EE | $2,306 | $3,161-27.0% | $5,211-55.7% | $1,974+16.9% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $246 | $88+180.8% | $9,324-97.4% | $95+160.4% |