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 | Recordkeeping fees; Shareholder servi... | $47,173 |
MOORE COLSON1 year Filed as: MOORE DOEREN MAYHEW Service code 10 · EIN 38-3182105 | Accounting | $14,000 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $92,587 | $73,404+26.1% | $87,100+6.3% | $67,579+37.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 20.24% | 48.29%-28.1pp | 28.19%-8.0pp | 378.56%-358.3pp |
| Employer contribution / active EE | $4,847 | $2,014+140.7% | $2,521+92.3% | $2,148+125.7% |
| Participant deferral / active EE | $4,327 | $3,913+10.6% | $4,049+6.9% | $3,539+22.2% |
| Admin fee / account holder | $205 | $142+44.5% | $7,497-97.3% | $142+43.8% |