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, LTD6+ years Filed as: OXFORD FINANCIAL GRO Service code 27 · EIN 35-1588335 | Advisory (Plan) | $18,750 |
SCHNEIDER DOWNS & CO., INC.2 years Filed as: SCHNEIDER DOWNS & CO, INC Service code 10 · EIN 25-1408703 | Accounting | $12,100 |
OXFORD FINANCIAL GROUP, LTD2 years Filed as: OXFORD FINANCIAL Service code 27 · EIN 35-1588335 | Advisory (Plan) | $6,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,991 |
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 | $112,021 | $70,908+58.0% | $98,907+13.3% | $73,488+52.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 13.55% | 34.17%-20.6pp | 196.43%-182.9pp | 28.51%-15.0pp |
| Employer contribution / active EE | $4,038 | $2,036+98.3% | $2,689+50.2% | $2,270+77.9% |
| Participant deferral / active EE | $3,868 | $3,500+10.5% | $4,244-8.9% | $3,740+3.4% |
| Admin fee / account holder | $195 | $535-63.5% | $6,642-97.1% | $513-61.9% |