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 |
|---|---|---|
GEORGE W. TEATS, JR., CPA1+ years Filed as: GEORGE W. TEATS, CPA Service code 10 · EIN 26-1557474 540 NORTH GOLDEN CIRCLE · SANTA ANA, CA 92705 | Accounting | $7,300 |
Filed as: GUARDIAN LIFE INSURANCE COMPANY Service code 50 · EIN 13-2656036 7 HANOVER ST · NEW YORK, NY 10004 | Direct Payment | $1,699 |
BENEFIT CONSULTANTS GROUP1+ years Service code 64 · EIN 99-9999999 | Recordkeeping Fees | $1,123 |
EXPERTPLAN, INC.1+ years Service code 64 · EIN 52-2269494 50 MILESTONE RD · EAST WINDSOR, NJ 08520 | Recordkeeping Fees | $462 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,896 | $46,360-44.1% | $147,614-82.5% | $52,331-50.5% |
| Participation rate | 25.9% | 64.9%-39.1pp | 84.6%-58.8pp | 68.1%-42.2pp |
| Annual return | -2.74% | 1.62%-4.4pp | 61.98%-64.7pp | 4.54%-7.3pp |
| Employer contribution / active EE | $184 | $2,126-91.3% | $5,564-96.7% | $1,882-90.2% |
| Participant deferral / active EE | $880 | $2,258-61.0% | $4,895-82.0% | $3,022-70.9% |
| Admin fee / account holder | $163 | $766-78.7% | $11,611-98.6% | $592-72.5% |