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 |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $12,661 |
WEINSTEIN ZUGMAN, LLC2 years Filed as: WEINSTEIN, SPIRA & COMPANY, P.C. Service code 10 · EIN 74-2181616 | Accounting | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,027 | $25,302-60.4% | $74,701-86.6% | $67,579-85.2% |
| Participation rate | 54.4% | 37.8%+16.6pp | 54.5%0pp | 71.3%-16.8pp |
| Annual return | 25.99% | 10291.17%-10265.2pp | 752.92%-726.9pp | 378.56%-352.6pp |
| Employer contribution / active EE | $1,027 | $446+130.1% | $1,084-5.2% | $2,148-52.2% |
| Participant deferral / active EE | $1,516 | $954+59.0% | $1,964-22.8% | $3,539-57.2% |
| Admin fee / account holder | $149 | $108+38.4% | $3,333-95.5% | $142+4.7% |