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 |
|---|---|---|
Service code 15 · EIN 13-3689044 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Recordkeeping | $58,517 |
BFSG LLC1 year Filed as: INTEROCEAN CAPITAL Service code 27 · EIN 20-8161914 14851 N SCOTTSDALE RD. #105 · SCOTTSDALE, AZ 85253 | Advisory (Plan) | $51,626 |
M.S. HOWELLS & CO5 years Service code 22 · EIN 86-0988422 23350 N PIMA ROAD · SCOTTSDALE, AZ 85255 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,215 | $47,746-45.1% | $70,164-62.6% | $74,419-64.8% |
| Participation rate | 95.7% | 72.7%+23.0pp | 78.8%+16.8pp | 70.7%+24.9pp |
| Annual return | 14.41% | 18.37%-4.0pp | 18.87%-4.5pp | 34.38%-20.0pp |
| Employer contribution / active EE | $2,349 | $2,297+2.2% | $4,287-45.2% | $2,637-10.9% |
| Participant deferral / active EE | $570 | $3,187-82.1% | $5,395-89.4% | $4,528-87.4% |
| Admin fee / account holder | $167 | $567-70.5% | $4,561-96.3% | $348-51.9% |