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 |
|---|---|---|
MARION & BLACK, LLC4 years Service code 10 · EIN 14-1853408 | Accounting | $13,030 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,738 |
SECURITIES AMERICA INC5+ years Filed as: SECURITIES SERVICE NETWORK INC Service code 33 · EIN 62-1152936 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $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 | $157,271 | $52,953+197.0% | $172,739-9.0% | $65,185+141.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 20.08% | 30.12%-10.0pp | 802.84%-782.8pp | 29.38%-9.3pp |
| Employer contribution / active EE | $3,730 | $2,190+70.4% | $5,143-27.5% | $2,177+71.4% |
| Participant deferral / active EE | $4,986 | $2,471+101.8% | $5,198-4.1% | $3,514+41.9% |
| Admin fee / account holder | $61 | $472-87.0% | $13,954-99.6% | $847-92.8% |