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 |
|---|---|---|
Filed as: MARCO INVESTMENT MANAGEMENT LLC Service code 21 · EIN 58-2405742 | Bank Trustee | $31,923 |
THE YOUNGDAHL LAW FIRM, P.C.1+ years Filed as: YOUNGDAHL & CITTI P.C. Service code 22 · EIN 75-3110632 | Insurance Broker | $19,629 |
CUNEO, LAWSON, SHAY & STALEY1+ years Filed as: CUNEO LAWSON SHAY & STALEY CPAS Service code 10 · EIN 44-0642126 | Accounting | $8,719 |
ERISA SERVICES, INC.1+ years Filed as: ERISA ADMINISTRATORS LLC Service code 13 · EIN 75-2915587 | Contract Administrator | $6,900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,420 | $75,760-95.5% | $123,104-97.2% | $59,188-94.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | -2.09% | 2.93%-5.0pp | 13.22%-15.3pp | 5.51%-7.6pp |
| Employer contribution / active EE | $518 | $3,415-84.8% | $5,151-90.0% | $2,098-75.3% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,230-100.0% | $3,265-100.0% |
| Admin fee / account holder | $40 | $61-34.9% | $9,015-99.6% | $92-57.1% |