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 LC3+ years Service code 10 · EIN 65-0718930 | Accounting | $22,798 |
SUGARMAN & SUSSKIND PA3+ years Service code 29 · EIN 59-2539792 | Legal | $18,000 |
NANCY FERGUSON3+ years Filed as: NANCY SANCHEZ Service code 10 704 SUMMIT COURT · MOUNT DORA, FL 32757 | Accounting | $4,898 |
Service code 99 · EIN 06-1050034 | Other Fees | $1,360 |
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 | $10,878 | $80,005-86.4% | $140,016-92.2% | $55,725-80.5% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | 1.48% | 0.46%+1.0pp | 651.12%-649.6pp | 244.93%-243.4pp |
| Employer contribution / active EE | $2,636 | $3,403-22.5% | $5,606-53.0% | $2,078+26.8% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $212 | $116+83.6% | $10,705-98.0% | $115+84.4% |