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 |
|---|---|---|
PRO PRINT1 year Filed as: PRO BANK AUSTIN Service code 34 7205 WEST CENTRAL AVENUE · TOLEDO, OH 43617 | Valuation (appraisals, etc.); Direct ... | $25,000 |
NYHART5 years Service code 15 · EIN 36-0966414 | Recordkeeping | $23,450 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $19,241 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $204,633 | $111,608+83.3% | $177,821+15.1% | $73,409+178.8% |
| Participation rate | 95.8% | 87.9%+8.0pp | 87.7%+8.1pp | 72.2%+23.7pp |
| Annual return | 10.48% | 18.23%-7.7pp | 48.32%-37.8pp | 59.29%-48.8pp |
| Employer contribution / active EE | $3,635 | $3,796-4.2% | $5,918-38.6% | $2,234+62.7% |
| Participant deferral / active EE | $8,246 | $6,199+33.0% | $7,714+6.9% | $3,805+116.7% |
| Admin fee / account holder | $188 | $166+13.6% | $12,427-98.5% | $158+19.1% |