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, PC3 years Service code 10 · EIN 38-2182462 26877 NORTHWESTN HWY 200 · SOUTHFIELD, MI 48033 | Accounting | $11,500 |
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN RD · DRESHER, PA 19025 | Recordkeeping | $2,025 |
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 | $54,760 | $86,332-36.6% | $125,175-56.3% | $65,185-16.0% |
| Participation rate | 82.9% | 75.3%+7.6pp | 79.8%+3.1pp | 70.2%+12.7pp |
| Annual return | 23.20% | 27.43%-4.2pp | 43.79%-20.6pp | 29.38%-6.2pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,890 | $3,537-46.6% | $4,937-61.7% | $3,514-46.2% |
| Admin fee / account holder | $102 | $609-83.3% | $9,702-99.0% | $847-88.0% |