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 |
|---|---|---|
DUNCAN ACCOUNTING & TAX SERVICES3+ years Service code 13 · EIN 25-1408612 311 MAIN STREET · IRWIN, PA 15642 | Contract Administrator | $13,730 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,798 |
Filed as: CAMBRIDGE INVESTMENT REASEARCH, INC Service code 55 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other Commissions | $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 | $54,924 | $48,064+14.3% | $78,778-30.3% | $69,631-21.1% |
| Participation rate | 75.3% | 61.6%+13.8pp | 69.2%+6.2pp | 70.7%+4.7pp |
| Annual return | 19.12% | 21.81%-2.7pp | 35.62%-16.5pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $430 | $744-42.1% | $1,986-78.3% | $2,032-78.8% |
| Participant deferral / active EE | $3,570 | $2,079+71.7% | $2,958+20.7% | $3,224+10.7% |
| Admin fee / account holder | $33 | $152-78.1% | $5,134-99.4% | $110-69.9% |