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 |
|---|---|---|
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 52-6257033 | Investment Management | $168,315 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1711628 | Legal | $50,649 |
Filed as: JENSEN INVESTMENT MANAGEMENT Service code 28 · EIN 93-0978027 | Investment Management | $48,664 |
US BANK3+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $35,215 |
WHN INVESTOR SERVICES3+ years Service code 28 · EIN 39-1382973 | Investment Management | $30,000 |
Service code 10 · EIN 39-1203191 | Accounting | $8,160 |
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 | $192,046 | $221,442-13.3% | $92,233+108.2% | $77,958+146.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 15.14% | 15.65%-0.5pp | 176.28%-161.1pp | 20.87%-5.7pp |
| Employer contribution / active EE | $8,543 | $3,226+164.8% | $3,679+132.2% | $2,310+269.7% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $174 | $210-16.9% | $5,194-96.6% | $97+79.0% |