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 |
|---|---|---|
SUGARMAN & SUSSKIND PA2+ years Service code 29 · EIN 59-2539792 | Legal | $21,000 |
ARTY COHN & FEUER LC2+ years Service code 10 · EIN 65-0718930 | Accounting | $15,200 |
NANCY FERGUSON2+ years Filed as: NANCY SANCHEZ Service code 10 704 SUMMIT COURT · MOUNT DORA, FL 32757 | Accounting | $5,531 |
Service code 99 · EIN 06-1050034 | Other Fees | $1,577 |
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 | $9,902 | $89,739-89.0% | $149,718-93.4% | $62,292-84.1% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 2.37% | 21.01%-18.6pp | 1501.63%-1499.3pp | 28.90%-26.5pp |
| Employer contribution / active EE | $2,631 | $3,233-18.6% | $5,445-51.7% | $2,042+28.9% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $202 | $551-63.4% | $11,283-98.2% | $479-57.9% |