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 |
|---|---|---|
MORRIS, KALISH + WALGREN, PC2 years Service code 10 · EIN 38-2182462 26877 NORTHWESTN HWY 200 · SOUTHFIELD, MI 48033 | Accounting | $11,100 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN RD · DRESHER, PA 19025 | Recordkeeping | $6,015 |
Participant contribution per participant 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 | $42,470 | $66,302-35.9% | $110,238-61.5% | $56,287-24.5% |
| Participation rate | 86.3% | 74.9%+11.4pp | 79.8%+6.5pp | 69.9%+16.4pp |
| Annual return | -3.05% | -1.18%-1.9pp | 314.74%-317.8pp | -9.96%+6.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,709 | $3,381-49.5% | $4,672-63.4% | $3,350-49.0% |
| Admin fee / account holder | $118 | $698-83.1% | $8,547-98.6% | $521-77.3% |