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 |
|---|---|---|
E.H. THOMSON & CO., INC.1 year Filed as: E H THOMSON & CO., INC. Service code 11 · EIN 22-2608063 | Actuarial | $11,660 |
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 | $87,727 | $55,449+58.2% | $83,848+4.6% | $56,287+55.9% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -2.89% | -1.38%-1.5pp | 850.88%-853.8pp | -9.96%+7.1pp |
| Employer contribution / active EE | $723 | $2,430-70.3% | $3,631-80.1% | $2,111-65.8% |
| Participant deferral / active EE | $7,230 | $2,935+146.3% | $4,082+77.1% | $3,350+115.8% |
| Admin fee / account holder | $18 | $656-97.3% | $5,478-99.7% | $521-96.6% |