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 |
|---|---|---|
BIK & CO, LLP1+ years Service code 10 · EIN 36-3244618 | Accounting | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,375 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J P MORGAN SECURITIES LLC Service code 61 1111 POLARIS PKWY STE 2A · COLUMBUS, OH 43240 | Finders' fees / placement fees | $0 |
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 | $42,728 | $80,177-46.7% | $123,892-65.5% | $57,658-25.9% |
| Participation rate | 77.4% | 74.4%+3.0pp | 81.4%-4.0pp | 70.2%+7.2pp |
| Annual return | 39.10% | 17.90%+21.2pp | 47.52%-8.4pp | 5.13%+34.0pp |
| Employer contribution / active EE | $754 | $2,913-74.1% | $4,617-83.7% | $1,974-61.8% |
| Participant deferral / active EE | $2,542 | $5,130-50.5% | $5,984-57.5% | $3,061-16.9% |
| Admin fee / account holder | $86 | $106-19.2% | $8,357-99.0% | $95-9.1% |