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 27 · EIN 81-0635433 | Advisory (Plan) | $20,000 |
BLUM SHAPIRO5+ years Filed as: BLUM, SHAPIRO & COMPANY, PC Service code 49 · EIN 06-1009205 | Other Services | $10,600 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $6,704 |
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 | $195,886 | $86,332+126.9% | $125,175+56.5% | $65,185+200.5% |
| Participation rate | 98.3% | 75.3%+23.0pp | 79.8%+18.6pp | 70.2%+28.1pp |
| Annual return | 18.48% | 27.43%-9.0pp | 43.79%-25.3pp | 29.38%-10.9pp |
| Employer contribution / active EE | $6,361 | $2,040+211.9% | $3,865+64.6% | $2,177+192.3% |
| Participant deferral / active EE | $7,438 | $3,537+110.3% | $4,937+50.7% | $3,514+111.7% |
| Admin fee / account holder | $259 | $609-57.5% | $9,702-97.3% | $847-69.4% |