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 9-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 27 · EIN 26-0058143 | Advisory (Plan) | $52,426 |
ERNST & YOUNG LLP5+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $38,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$45,729 |
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 | $201,909 | $73,638+174.2% | $95,952+110.4% | $73,488+174.7% |
| Participation rate | 98.1% | 76.2%+21.9pp | 77.1%+21.0pp | 70.7%+27.4pp |
| Annual return | 19.53% | 16.78%+2.7pp | 91.61%-72.1pp | 28.51%-9.0pp |
| Employer contribution / active EE | $11,617 | $1,863+523.5% | $2,541+357.2% | $2,270+411.7% |
| Participant deferral / active EE | $8,894 | $3,617+145.9% | $4,167+113.4% | $3,740+137.8% |
| Admin fee / account holder | $251 | $482-47.9% | $6,795-96.3% | $513-51.1% |