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 12 · EIN 13-3689044 | Direct payment from the plan; Distrib... | $42,382 |
MOORE COLSON1 year Filed as: MOORE STEPHENS DOEREN MAYHEW Service code 10 · EIN 38-3182105 | Accounting | $23,500 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $81,593 | $65,118+25.3% | $76,768+6.3% | $55,725+46.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -4.67% | -1.27%-3.4pp | 2.43%-7.1pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,701 | $1,941+39.2% | $2,485+8.7% | $2,078+30.0% |
| Participant deferral / active EE | $3,197 | $3,688-13.3% | $3,852-17.0% | $3,356-4.7% |
| Admin fee / account holder | $224 | $116+93.0% | $6,675-96.7% | $115+94.1% |