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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $122,110 |
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $94,640 |
MCCOY GROUP INC1 year Service code 10 · EIN 39-1428371 | Accounting | $9,746 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $6,795 |
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 | $35,620 | $33,232+7.2% | $71,796-50.4% | $63,975-44.3% |
| Participation rate | 87.9% | 60.1%+27.8pp | 69.1%+18.8pp | 71.1%+16.8pp |
| Annual return | 9.16% | 11.99%-2.8pp | 78.04%-68.9pp | 48.65%-39.5pp |
| Employer contribution / active EE | $846 | $723+17.0% | $1,924-56.0% | $2,182-61.2% |
| Participant deferral / active EE | $3,154 | $1,604+96.6% | $2,794+12.9% | $3,356-6.0% |
| Admin fee / account holder | $46 | $63-27.3% | $4,815-99.0% | $70-34.5% |