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., CPA2+ years Filed as: GEORGE W. TEATS, CPA Service code 10 · EIN 26-1557474 | Accounting | $7,500 |
Service code 50 · EIN 23-2383285 | Direct Payment | $2,456 |
Filed as: GUARDIAN LIFE INSURANCE COMPANY Service code 50 700 SOUTH STREET · PITTSFIELD, MA 01201 | Direct Payment | $1,700 |
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 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 | $26,743 | $46,732-42.8% | $156,549-82.9% | $55,167-51.5% |
| Participation rate | 24.6% | 65.8%-41.2pp | 84.0%-59.4pp | 69.0%-44.4pp |
| Annual return | 4.80% | 17.72%-12.9pp | 32.23%-27.4pp | 169.23%-164.4pp |
| Employer contribution / active EE | $194 | $2,105-90.8% | $5,501-96.5% | $1,963-90.1% |
| Participant deferral / active EE | $841 | $2,204-61.9% | $4,871-82.7% | $3,054-72.5% |
| Admin fee / account holder | $167 | $418-60.2% | $13,027-98.7% | $504-67.0% |