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 |
|---|---|---|
MCDONOUGH CPA SOLUTIONS, PA1+ years Filed as: MCDONOUGH EDDY PARSONS AND BAYLOUS Service code 10 412 MARKET ST · PARKERSBURG, WV 26102 | Accounting | $20,500 |
PEOPLES BANK1+ years Service code 15 · EIN 31-1278433 138 PUTNAM ST · MARIETTA, OH 45750 | Recordkeeping | $14,235 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,059 |
INVEST FINANCIAL CORPORATION2+ years Service code 27 5555 GRANDE MARKET DR · APPLETON, WI 54913 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,318 | $306,927-95.7% | $156,549-91.5% | - |
| Participation rate | 83.8% | 59.9%+24.0pp | 84.0%-0.2pp | - |
| Annual return | 4.44% | 1.08%+3.4pp | 32.23%-27.8pp | - |
| Employer contribution / active EE | $170 | $1,481-88.5% | $5,501-96.9% | - |
| Participant deferral / active EE | $2,249 | $1,779+26.5% | $4,871-53.8% | - |
| Admin fee / account holder | $283 | $73,834-99.6% | $13,027-97.8% | - |