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 |
|---|---|---|
MARQUETTE ASSOCIATES1 year Service code 28 · EIN 36-3485298 | Investment Management | $18,750 |
BKD, LLP1 year Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $9,300 |
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 | $200,963 | $60,795+230.6% | $69,455+189.3% | $65,185+208.3% |
| Participation rate | 95.5% | 74.9%+20.7pp | 74.6%+20.9pp | 70.2%+25.3pp |
| Annual return | 15.34% | 17.46%-2.1pp | 28.97%-13.6pp | 29.38%-14.0pp |
| Employer contribution / active EE | $7,519 | $2,452+206.7% | $2,779+170.6% | $2,177+245.5% |
| Participant deferral / active EE | $5,057 | $3,162+59.9% | $3,535+43.0% | $3,514+43.9% |
| Admin fee / account holder | $67 | $314-78.5% | $3,839-98.2% | $847-92.0% |