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 | Recordkeeping | $27,907 |
GOLBAR & ASSOCIATES LLP1 year Filed as: GOLBAR ASSOCIATES Service code 10 · EIN 26-0303379 | Accounting | $10,990 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,076 | $65,223-76.9% | $80,019-81.2% | $55,725-72.9% |
| Participation rate | 76.5% | 80.6%-4.1pp | 75.8%+0.6pp | 70.9%+5.6pp |
| Annual return | -4.01% | 7.59%-11.6pp | 11.22%-15.2pp | 244.93%-248.9pp |
| Employer contribution / active EE | $1,196 | $2,544-53.0% | $2,468-51.5% | $2,078-42.4% |
| Participant deferral / active EE | $2,533 | $3,881-34.7% | $3,686-31.3% | $3,356-24.5% |
| Admin fee / account holder | $133 | $114+16.2% | $6,521-98.0% | $115+15.3% |