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 |
|---|---|---|
BANSLEY AND KIENER, LLP2+ years Filed as: BANSLEY & KIENER, LLP Service code 10 · EIN 36-2152389 | Accounting | $8,500 |
MARCO CONSULTING GROUP1 year Service code 27 · EIN 36-3555078 | Advisory (Plan) | $7,500 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $6,464 |
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 | $204,998 | $39,122+424.0% | $57,179+258.5% | $62,891+226.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.72% | 9.23%-1.5pp | 14.59%-6.9pp | 20.14%-12.4pp |
| Employer contribution / active EE | $15,943 | $1,874+750.7% | $2,682+494.4% | $2,281+599.0% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $284 | $2,592-89.0% | $3,139-91.0% | $4,296-93.4% |