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 |
|---|---|---|
MCCLOUD CONSULTING GROUP1 year Filed as: MCCLOUD & ASSOCIATES, INC. Service code 49 200 W. MILL STREET · LIBERTY, MO 64068 | Other Services | $9,000 |
SIKICH LLP5+ years Service code 10 3201 W. WHITE OAKS DR, SUITE 102 · SPRINGFIELD, IL 62704 | Accounting | $7,200 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 21 12711 N. MERIDIAN STREET · CARMEL, IN 46036 | Bank Trustee | $1,575 |
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 | $23,176 | $52,953-56.2% | $172,739-86.6% | $65,185-64.4% |
| Participation rate | 99.1% | 66.2%+32.9pp | 82.6%+16.5pp | 70.2%+28.9pp |
| Annual return | 19.26% | 30.12%-10.9pp | 802.84%-783.6pp | 29.38%-10.1pp |
| Employer contribution / active EE | $2,420 | $2,190+10.5% | $5,143-52.9% | $2,177+11.2% |
| Participant deferral / active EE | $831 | $2,471-66.4% | $5,198-84.0% | $3,514-76.4% |
| Admin fee / account holder | $205 | $472-56.6% | $13,954-98.5% | $847-75.8% |