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 |
|---|---|---|
ACE TELEPHONE ASSOCIATION4+ years Service code 10 207 E CEDAR STREET · HOUSTON, MN 55943 | Accounting | $9,400 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,475 |
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 | $165,625 | $61,214+170.6% | $83,333+98.8% | $56,287+194.3% |
| Participation rate | 97.7% | 72.6%+25.1pp | 77.8%+19.9pp | 69.9%+27.8pp |
| Annual return | -6.51% | 0.42%-6.9pp | 10.63%-17.1pp | -9.96%+3.4pp |
| Employer contribution / active EE | $6,121 | $1,925+217.9% | $3,379+81.2% | $2,111+189.9% |
| Participant deferral / active EE | $6,294 | $5,091+23.6% | $5,565+13.1% | $3,350+87.9% |
| Admin fee / account holder | $71 | $512-86.2% | $7,510-99.1% | $521-86.4% |