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 |
|---|---|---|
TAX SHELTERED COMPENSATION, INC.2+ years Service code 13 7300 METRO BLVD., SUITE 450 · EDINA, MN 55439 | Contract Administrator | $9,400 |
LEWIS KISCH & ASSOCIATES LTD1+ years Service code 10 1125 S. FRONTAGE RD SUITE 1 · HASTINGS, MN 55033 | Accounting | $7,300 |
Filed as: GREAT WEST LIFE ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $871 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $305 |
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 | $101,629 | $58,828+72.8% | $77,999+30.3% | $62,891+61.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.86% | 17.16%-10.3pp | 425.96%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $947 | $1,672-43.3% | $2,470-61.6% | $2,281-58.5% |
| Participant deferral / active EE | $5,965 | $2,686+122.1% | $3,497+70.6% | $3,203+86.2% |
| Admin fee / account holder | $145 | $4,393-96.7% | $5,480-97.4% | $4,296-96.6% |