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 ASSOCIATION6+ years Service code 10 207 E CEDAR STREET · HOUSTON, MN 55943 | Accounting | $9,870 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,400 |
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 | $215,313 | $66,813+222.3% | $100,516+114.2% | $73,488+193.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.4%+20.6pp | 70.7%+29.3pp |
| Annual return | 13.04% | 25.70%-12.7pp | 30.89%-17.9pp | 28.51%-15.5pp |
| Employer contribution / active EE | $6,679 | $2,147+211.1% | $3,418+95.4% | $2,270+194.2% |
| Participant deferral / active EE | $7,488 | $5,883+27.3% | $6,270+19.4% | $3,740+100.2% |
| Admin fee / account holder | $72 | $512-85.9% | $8,081-99.1% | $513-85.9% |