Filed June 20, 2023 (most recent of 3 filings on file)
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 |
|---|---|---|
EIDE BAILLY LLP3 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 800 NICOLLET MALL, STE. 1300 · MINNEAPOLIS, MN 55402 | Accounting | $11,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,494 | $91,762+76.0% | $67,502+139.2% | $77,643+108.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 12.76% | 14.87%-2.1pp | 3512.12%-3499.4pp | 31.24%-18.5pp |
| Employer contribution / active EE | $6,335 | $3,181+99.2% | $2,731+132.0% | $2,726+132.4% |
| Participant deferral / active EE | $7,656 | $3,903+96.2% | $4,000+91.4% | $4,647+64.8% |
| Admin fee / account holder | $44 | $176-75.0% | $3,998-98.9% | $430-89.8% |