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 |
|---|---|---|
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $12,750 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $6,949 |
THE BENEFIT PRACTICE3 years Service code 15 · EIN 13-4144565 | Recordkeeping | $3,546 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $866 |
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 | $200,448 | $136,307+47.1% | $177,821+12.7% | $73,488+172.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 13.79% | 18.68%-4.9pp | 48.32%-34.5pp | 28.51%-14.7pp |
| Employer contribution / active EE | $17,576 | $3,712+373.5% | $5,918+197.0% | $2,270+674.2% |
| Participant deferral / active EE | $13,991 | $5,829+140.0% | $7,714+81.4% | $3,740+274.1% |
| Admin fee / account holder | $119 | $596-80.0% | $12,427-99.0% | $513-76.7% |