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 3-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 |
|---|---|---|
M HOLDINGS SECURITIES INC1+ years Service code 49 · EIN 91-1802259 | Other Services | $40,193 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $14,091 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 49 · EIN 04-2530412 | Other Services | $6,337 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,710 |
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 | $149,074 | $70,667+111.0% | $123,104+21.1% | $52,331+184.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 0.88% | 6.23%-5.4pp | 13.22%-12.3pp | 4.54%-3.7pp |
| Employer contribution / active EE | $2,645 | $2,946-10.2% | $5,151-48.7% | $1,882+40.6% |
| Participant deferral / active EE | $8,045 | $4,493+79.1% | $6,230+29.1% | $3,022+166.2% |
| Admin fee / account holder | $62 | $506-87.8% | $9,015-99.3% | $592-89.6% |