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 |
|---|---|---|
CAPIN CROUSE LLP2+ years Service code 10 · EIN 36-3990892 | Accounting | $9,300 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,780 |
Filed as: NORTH PIER FIDUCIARY MANAGMENT Service code 16 · EIN 26-3521867 | Consulting | $6,966 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$36,179 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,698 | $34,495-2.3% | $78,689-57.2% | $63,975-47.3% |
| Participation rate | 69.3% | 60.8%+8.5pp | 73.6%-4.2pp | 71.1%-1.8pp |
| Annual return | 9.48% | 11.62%-2.1pp | 62.18%-52.7pp | 48.65%-39.2pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $2,851-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,028 | $2,100-3.4% | $3,517-42.3% | $3,356-39.6% |
| Admin fee / account holder | $19 | $68-71.7% | $4,510-99.6% | $70-72.7% |