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 |
|---|---|---|
CALIBRE CPA GROUP PLLC2+ years Service code 10 · EIN 47-0900880 566 W LAKE ST, STE 300 · CHICAGO, IL 60661 | Accounting | $15,777 |
ARNOLD & KADJAN2+ years Service code 29 · EIN 36-2498571 203 N LASALLE ST · CHICAGO, IL 60601 | Legal | $15,328 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 70 · EIN 36-3485298 180 NORTH LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Consulting Fees | $15,000 |
BANSLEY AND KIENER, LLP1 year Filed as: BANSLEY & KIENER Service code 10 · EIN 36-2152389 | Accounting | $6,528 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,274-100.0% | $149,718-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 87.6%-87.6pp | 87.1%-87.1pp | 71.6%-71.6pp |
| Annual return | 8.37% | 20.36%-12.0pp | 1501.63%-1493.3pp | 20.87%-12.5pp |
| Employer contribution / active EE | $6,168 | $3,727+65.5% | $5,445+13.3% | $2,310+167.0% |
| Participant deferral / active EE | $32 | $5,382-99.4% | $6,569-99.5% | $3,537-99.1% |
| Admin fee / account holder | $0 | $240-100.0% | $11,283-100.0% | $97-100.0% |