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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $119,216 |
WISS & COMPANY, LLP3 years Service code 10 · EIN 22-1732349 | Accounting | $19,716 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $343,583 | $63,114+444.4% | $92,893+269.9% | $65,185+427.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 22.41% | 28.75%-6.3pp | 109.41%-87.0pp | 29.38%-7.0pp |
| Employer contribution / active EE | $3,903 | $2,571+51.8% | $3,653+6.9% | $2,177+79.3% |
| Participant deferral / active EE | $12,531 | $3,108+303.2% | $4,236+195.8% | $3,514+256.6% |
| Admin fee / account holder | $106 | $624-82.9% | $5,794-98.2% | $847-87.4% |