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 9-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 |
|---|---|---|
TRIAD ADVISORS INC3 years Service code 22 · EIN 65-0824483 | Insurance Broker | $29,822 |
VEID & VEID CPAS5+ years Service code 10 · EIN 54-2131378 | Accounting | $8,500 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,292 |
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 | $152,940 | $89,355+71.2% | $141,162+8.3% | $72,985+109.6% |
| Participation rate | 94.8% | 75.1%+19.7pp | 82.5%+12.3pp | 69.5%+25.3pp |
| Annual return | 20.92% | 111.85%-90.9pp | 71.39%-50.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,578 | $5,418+21.4% | $6,709-1.9% | $3,607+82.4% |
| Admin fee / account holder | $92 | $5,958-98.4% | $10,261-99.1% | $5,124-98.2% |