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 |
|---|---|---|
SIKICH LLP1 year Filed as: SIKICH, LLP Service code 10 · EIN 36-3168081 | Accounting | $57,200 |
HUSCH BLACKWELL1 year Service code 16 · EIN 26-1688276 | Consulting | $17,045 |
Filed as: MERRILL LYNCH, FENNER AND SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $1,026 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $212,068 | $65,592+223.3% | $90,160+135.2% | $69,631+204.6% |
| Participation rate | 82.0% | 77.6%+4.4pp | 76.9%+5.2pp | 70.7%+11.4pp |
| Annual return | 14.86% | 57.10%-42.2pp | 34.88%-20.0pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $4,443 | $2,193+102.6% | $3,318+33.9% | $2,032+118.6% |
| Participant deferral / active EE | $7,782 | $5,257+48.0% | $5,288+47.2% | $3,224+141.4% |
| Admin fee / account holder | $147 | $86+71.3% | $5,943-97.5% | $110+32.9% |