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 ASSOCIATION5+ years Service code 10 207 E CEDAR STREET · HOUSTON, MN 55943 | Accounting | $9,600 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $190,511 | $58,655+224.8% | $91,989+107.1% | $65,185+192.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 78.6%+21.4pp | 70.2%+29.8pp |
| Annual return | 19.68% | 33.92%-14.2pp | 69.02%-49.3pp | 29.38%-9.7pp |
| Employer contribution / active EE | $6,395 | $2,080+207.4% | $3,452+85.3% | $2,177+193.8% |
| Participant deferral / active EE | $6,693 | $5,474+22.3% | $5,923+13.0% | $3,514+90.5% |
| Admin fee / account holder | $62 | $434-85.8% | $7,743-99.2% | $847-92.7% |