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 |
|---|---|---|
WILLIG, WILLIAMS & DAVIDSON1+ years Service code 29 · EIN 23-2416488 | Legal | $13,393 |
BUCKNO LISICKY & COMPANY1+ years Filed as: BUCKNO, LISICKY & COMPANY PC Service code 10 · EIN 23-2426656 | Accounting | $9,950 |
Filed as: PRUDENTIAL INS CO OF AMERICA Service code 19 · EIN 22-1211670 | Securities Custodian | $0 |
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 | $102,596 | $50,498+103.2% | $75,781+35.4% | $55,191+85.9% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | 1.35% | 1.80%-0.4pp | 9.68%-8.3pp | 10.78%-9.4pp |
| Employer contribution / active EE | $7,231 | $2,291+215.7% | $3,323+117.6% | $1,899+280.9% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $67 | $123-45.2% | $5,299-98.7% | $91-25.7% |