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 |
|---|---|---|
FREYBERG HINKLE ET AL3+ years Filed as: FREYBERG HINKLE ASHLAND POWERS & S Service code 50 · EIN 39-1531945 | Direct Payment | $9,950 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,776 | $60,545+79.7% | $92,233+17.9% | $69,631+56.2% |
| Participation rate | 48.0% | 72.2%-24.1pp | 76.5%-28.5pp | 70.7%-22.7pp |
| Annual return | 17.55% | 19.71%-2.2pp | 176.28%-158.7pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $1,466 | $2,633-44.3% | $3,679-60.2% | $2,032-27.9% |
| Participant deferral / active EE | $2,790 | $2,828-1.3% | $3,897-28.4% | $3,224-13.5% |
| Admin fee / account holder | $88 | $145-39.2% | $5,194-98.3% | $110-20.3% |