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 |
|---|---|---|
OARSMAN CAPITAL INC1 year Service code 27 · EIN 39-2004107 | Advisory (Plan) | $13,190 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
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 | $33,607 | $65,376-48.6% | $87,100-61.4% | $65,185-48.4% |
| Participation rate | 98.6% | 75.3%+23.2pp | 76.9%+21.7pp | 70.2%+28.4pp |
| Annual return | 25.45% | 31.27%-5.8pp | 28.19%-2.7pp | 29.38%-3.9pp |
| Employer contribution / active EE | $1,770 | $1,822-2.9% | $2,521-29.8% | $2,177-18.7% |
| Participant deferral / active EE | $3,482 | $3,388+2.8% | $4,049-14.0% | $3,514-0.9% |
| Admin fee / account holder | $93 | $520-82.1% | $7,497-98.8% | $847-89.0% |