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 10-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 |
|---|---|---|
ALEXANDER & LIEVENS PC1+ years Filed as: ALEXANDER & LIEVENS, PC Service code 10 · EIN 74-2943125 | Accounting | $13,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $18,379 | $70,667-74.0% | $123,104-85.1% | $52,331-64.9% |
| Participation rate | 69.0% | 83.7%-14.7pp | 86.8%-17.8pp | 68.1%+0.9pp |
| Annual return | 1.47% | 6.23%-4.8pp | 13.22%-11.7pp | 4.54%-3.1pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,555 | $4,493-65.4% | $6,230-75.0% | $3,022-48.6% |
| Admin fee / account holder | $104 | $506-79.4% | $9,015-98.8% | $592-82.4% |