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 |
|---|---|---|
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $21,058 |
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 | Accounting | $16,275 |
AMERICAN FUNDS1 year Filed as: ADVANCE CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $8,524 |
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 | $150,880 | $74,024+103.8% | $77,999+93.4% | $57,658+161.7% |
| Participation rate | 93.0% | 79.7%+13.2pp | 75.5%+17.5pp | 70.2%+22.8pp |
| Annual return | 7.15% | 12.14%-5.0pp | 425.96%-418.8pp | 5.13%+2.0pp |
| Employer contribution / active EE | $5,637 | $2,365+138.3% | $2,470+128.2% | $1,974+185.6% |
| Participant deferral / active EE | $6,615 | $3,533+87.2% | $3,497+89.2% | $3,061+116.1% |
| Admin fee / account holder | $56 | $93-40.1% | $5,480-99.0% | $95-40.9% |