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 & DAVIDSON3+ years Service code 29 · EIN 23-2416488 | Legal | $16,172 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $15,184 |
CHRISTMAN AND COMPANY1 year Service code 10 · EIN 23-2696399 | Accounting | $5,500 |
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 | $125,802 | $60,545+107.8% | $92,233+36.4% | $69,631+80.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 14.04% | 19.71%-5.7pp | 176.28%-162.2pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $10,748 | $2,633+308.1% | $3,679+192.1% | $2,032+428.9% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $62 | $145-57.5% | $5,194-98.8% | $110-44.2% |