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 26 625 FOURTH AVENUE S · MINNEAPOLIS, MN 55415 | Advisory (Participants) | $20,452 |
CARPENTER MORSE GROUP4 years Service code 10 2170 W. STATE ROAD 434 · LONGWOOD, FL 32779 | Accounting | $4,094 |
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 | $38,492 | $84,487-54.4% | $125,339-69.3% | $66,914-42.5% |
| Participation rate | 95.6% | 76.4%+19.2pp | 82.4%+13.3pp | 69.8%+25.8pp |
| Annual return | -15.55% | -8.39%-7.2pp | 572.05%-587.6pp | 1.58%-17.1pp |
| Employer contribution / active EE | $3,211 | $3,553-9.6% | $4,814-33.3% | $2,544+26.2% |
| Participant deferral / active EE | $8,191 | $6,781+20.8% | $7,446+10.0% | $4,237+93.3% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |