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 |
|---|---|---|
MCSOLEY MCCOY & CO1 year Filed as: MCSOLEY MCCOY & CO. Service code 10 · EIN 03-0327374 | Accounting | $5,000 |
Filed as: GREAT-WEST LIFE INSURANCE COMPANY Service code 15 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $800 |
Participant 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 | $64,034 | $71,192-10.1% | $117,854-45.7% | $62,292+2.8% |
| Participation rate | 85.6% | 74.2%+11.4pp | 79.7%+5.9pp | 69.5%+16.1pp |
| Annual return | 14.50% | 18.66%-4.2pp | 335.08%-320.6pp | 28.90%-14.4pp |
| Employer contribution / active EE | $7,200 | $1,934+272.3% | $3,786+90.2% | $2,042+252.6% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $46 | $587-92.2% | $8,020-99.4% | $479-90.5% |