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 |
|---|---|---|
WALKER BENEFITS, LLC1 year Service code 12 · EIN 55-0486667 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Other services; Consulting (general);... | $6,216 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $682 |
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 | $36,061 | $65,376-44.8% | $87,100-58.6% | $65,185-44.7% |
| Participation rate | 87.4% | 75.3%+12.1pp | 76.9%+10.6pp | 70.2%+17.2pp |
| Annual return | 23.10% | 31.27%-8.2pp | 28.19%-5.1pp | 29.38%-6.3pp |
| Employer contribution / active EE | $1,008 | $1,822-44.7% | $2,521-60.0% | $2,177-53.7% |
| Participant deferral / active EE | $3,079 | $3,388-9.1% | $4,049-24.0% | $3,514-12.4% |
| Admin fee / account holder | $155 | $520-70.1% | $7,497-97.9% | $847-81.7% |