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 8-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 |
|---|---|---|
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $43,210 |
MCCREADY & KEENE INC.3 years Filed as: MCCREADY & KEENE Service code 11 · EIN 35-0500670 | Actuarial | $18,375 |
Service code 21 · EIN 31-1051736 | Bank Trustee | $8,469 |
HOOSIER TRUST COMPANY1 year Service code 28 55 MONUMENT CIRCLE SUITE 800 · INDIANAPOLIS, IN 46204 | Investment Management | $5,985 |
See 1 actuary disclosure. $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.
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 | $0 | $409,661-100.0% | $247,190-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 1.7%-1.7pp |
| Annual return | 13.73% | 9.30%+4.4pp | 7.87%+5.9pp | 627.08%-613.4pp |
| Employer contribution / active EE | $5,920 | $21,052-71.9% | $31,768-81.4% | $18,824-68.6% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $241-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $240,514-100.0% | $1,923-100.0% |