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 |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,086 |
Service code 10 1001 STATE STREET · ERIE, PA 16501 | Accounting | $20,000 |
DUNBAR, BENDER & ZAPF, INC.5 years Service code 10 · EIN 25-1650062 437 GRANT STREET · PITTSBURGH, PA 15219 | Accounting | $10,702 |
HOUSTON HARBAUGH3 years Service code 29 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Legal | $2,849 |
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 | $103,720 | $61,156+69.6% | $185,823-44.2% | $79,386+30.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 12.32% | 19.45%-7.1pp | 122.05%-109.7pp | 116.85%-104.5pp |
| Employer contribution / active EE | $2,076 | $2,321-10.5% | $5,167-59.8% | $2,427-14.5% |
| Participant deferral / active EE | $4,842 | $2,789+73.6% | $5,568-13.0% | $4,046+19.7% |
| Admin fee / account holder | $292 | $710-58.8% | $16,237-98.2% | $626-53.3% |