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 | $37,462 |
Filed as: YOUNGDAHL & CITTI PC Service code 22 · EIN 75-3110632 | Insurance Broker | $22,863 |
CUNEO, LAWSON, SHAY & STALEY2+ years Filed as: CUNEO LAWSON SHAY & STALEY CPAS Service code 10 · EIN 44-0642126 | Accounting | $8,719 |
AMERIBEN1 year Filed as: AMERIBEN/IEC GROUP Service code 13 · EIN 82-0497661 | Contract Administrator | $6,900 |
Employer contribution per participant 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 | $3,986 | $80,354-95.0% | $133,980-97.0% | $63,975-93.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 7.45% | 13.11%-5.7pp | 29.30%-21.8pp | 48.65%-41.2pp |
| Employer contribution / active EE | $490 | $3,503-86.0% | $5,211-90.6% | $2,182-77.5% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $40 | $69-42.1% | $9,324-99.6% | $70-43.0% |