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 |
|---|---|---|
OXFORD FINANCIAL GROUP, LTD3+ years Filed as: OXFORD FINANCIAL GRO Service code 27 · EIN 35-1588335 | Advisory (Plan) | $24,269 |
CROWE LLP2 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,794 |
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 | $97,326 | $63,299+53.8% | $91,001+7.0% | $62,292+56.2% |
| Participation rate | 99.5% | 73.3%+26.2pp | 75.6%+23.9pp | 69.5%+30.0pp |
| Annual return | 15.49% | 20.99%-5.5pp | 4.60%+10.9pp | 28.90%-13.4pp |
| Employer contribution / active EE | $3,190 | $1,807+76.5% | $2,456+29.9% | $2,042+56.2% |
| Participant deferral / active EE | $2,826 | $2,943-4.0% | $3,547-20.3% | $3,169-10.8% |
| Admin fee / account holder | $177 | $468-62.1% | $5,417-96.7% | $479-63.1% |