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 |
|---|---|---|
EISNERAMPER LLP1 year Filed as: EISNERAMPER LLC. Service code 10 · EIN 13-1639826 | Accounting | $25,490 |
MMA SECURITIES LLC1 year Filed as: MARSH USA, INC. Service code 23 · EIN 36-1436000 | Insurance services | $15,215 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$4,617 |
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 | $111,739 | $74,089+50.8% | $133,980-16.6% | $55,167+102.5% |
| Participation rate | 88.5% | 84.3%+4.2pp | 87.1%+1.4pp | 69.0%+19.5pp |
| Annual return | 8.61% | 12.11%-3.5pp | 29.30%-20.7pp | 169.23%-160.6pp |
| Employer contribution / active EE | $3,404 | $3,064+11.1% | $5,211-34.7% | $1,963+73.4% |
| Participant deferral / active EE | $8,586 | $4,678+83.5% | $6,282+36.7% | $3,054+181.1% |
| Admin fee / account holder | $118 | $458-74.3% | $9,324-98.7% | $504-76.6% |