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 |
|---|---|---|
MARTINDALE KEYSOR & CO PLLC1+ years Filed as: MARTINDALE KEYSOE & CO PLLC Service code 10 · EIN 14-1818557 | Accounting | $9,725 |
Service code 15 · EIN 14-1624930 | Recordkeeping | $9,040 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $1,056 |
Filed as: MML INVESTORS, LLC Service code 22 · EIN 04-3109325 | Insurance Broker | $0 |
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 | $106,541 | $50,464+111.1% | $75,781+40.6% | $52,331+103.6% |
| Participation rate | 96.6% | 66.8%+29.8pp | 75.8%+20.8pp | 68.1%+28.5pp |
| Annual return | 0.03% | 1.03%-1.0pp | 9.68%-9.6pp | 4.54%-4.5pp |
| Employer contribution / active EE | $4,067 | $1,988+104.5% | $3,323+22.4% | $1,882+116.1% |
| Participant deferral / active EE | $1,732 | $2,570-32.6% | $3,651-52.6% | $3,022-42.7% |
| Admin fee / account holder | $138 | $1,103-87.5% | $5,299-97.4% | $592-76.7% |