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 3-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 37 · EIN 04-2647786 | Loan Processing | $35,947 |
Filed as: PARKWOOD ASSOCIATES INC. Service code 49 · EIN 71-0960754 | Other Services | $13,000 |
NATIONAL FINANCIAL SERVICES3+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $11,999 |
ALAN GOODMAN CPA PC2 years Service code 10 · EIN 26-1556810 | Accounting | $10,000 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $6,383 |
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.
Employer contribution per participant 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 | $43,115 | $53,136-18.9% | $155,509-72.3% | $199,593-78.4% |
| Participation rate | 14.3% | 64.1%-49.7pp | 78.2%-63.9pp | 72.0%-57.6pp |
| Annual return | 40.43% | 41.15%-0.7pp | 64.67%-24.2pp | 34.25%+6.2pp |
| Employer contribution / active EE | $121 | $1,851-93.5% | $4,672-97.4% | $3,034-96.0% |
| Participant deferral / active EE | $614 | $3,161-80.6% | $5,626-89.1% | $5,087-87.9% |
| Admin fee / account holder | $104 | $185-43.7% | $15,912-99.3% | $269-61.2% |