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, LTD4+ years Filed as: OXFORD FINANCIAL GRO Service code 27 · EIN 35-1588335 | Advisory (Plan) | $18,364 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,006 |
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 | $85,107 | $58,083+46.5% | $80,019+6.4% | $56,287+51.2% |
| Participation rate | 98.5% | 73.6%+24.9pp | 75.8%+22.7pp | 69.9%+28.6pp |
| Annual return | -4.62% | 34.61%-39.2pp | 11.22%-15.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $3,981 | $1,932+106.0% | $2,468+61.3% | $2,111+88.6% |
| Participant deferral / active EE | $3,147 | $3,135+0.4% | $3,686-14.6% | $3,350-6.1% |
| Admin fee / account holder | $127 | $623-79.6% | $6,521-98.0% | $521-75.6% |