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 |
|---|---|---|
UMR2 years Service code 14 · EIN 39-1995276 | Plan Administrator | $40,656 |
KERBER, ECK & BRAECKEL LLP8 years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 | Accounting | $16,100 |
CAVANAGH & O'HARA4 years Filed as: CAVANAGH OHARA Service code 29 · EIN 37-1259635 | Legal | $7,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $103,641-100.0% | $107,525-100.0% | $102,872-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.1%-75.1pp | 73.0%-73.0pp |
| Annual return | 5.68% | 13.08%-7.4pp | 181.32%-175.6pp | 19.06%-13.4pp |
| Employer contribution / active EE | $3,382 | $5,096-33.6% | $3,754-9.9% | $3,526-4.1% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $276-100.0% | $8,919-100.0% | $292-100.0% |