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 |
|---|---|---|
Service code 12 · EIN 04-2647786 | Securities brokerage commissions and ... | $417,447 |
AMERICAN FUNDS4+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 27 · EIN 26-4789150 | Advisory (Plan) | $75,000 |
RICOH USA, INC1 year Service code 36 · EIN 23-0334400 | Copying and duplicating; Other services | $41,488 |
MMA SECURITIES LLC3 years Filed as: MARSH USA INC Service code 22 · EIN 36-6056987 | Insurance Broker | $39,512 |
MCDERMOTT WILL & EMERY LLP4+ years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $35,612 |
PLANTE & MORAN, PLLC4+ years Service code 10 · EIN 38-1357951 | Accounting | $25,125 |
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 | $104,881 | $106,649-1.7% | $80,019+31.1% | $68,904+52.2% |
| Participation rate | 97.0% | 88.1%+8.9pp | 75.8%+21.2pp | 74.1%+22.9pp |
| Annual return | -3.66% | -0.87%-2.8pp | 11.22%-14.9pp | 1.07%-4.7pp |
| Employer contribution / active EE | $2,212 | $4,132-46.5% | $2,468-10.4% | $2,540-12.9% |
| Participant deferral / active EE | $7,353 | $6,395+15.0% | $3,686+99.5% | $4,015+83.1% |
| Admin fee / account holder | $86 | $58+47.4% | $6,521-98.7% | $71+20.1% |