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 |
|---|---|---|
Filed as: UNITED PLANNERS FINANCIAL Service code 26 · EIN 86-0588303 | Advisory (Participants) | $21,315 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,435 |
MAHONEY CPAS2 years Filed as: MAHONEY ULBRICH CHRISTIANSEN & RUSS Service code 10 · EIN 41-1647057 | Accounting | $13,500 |
Service code 13 · EIN 41-0848121 | Contract Administrator | $11,970 |
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 | $32,634 | $54,573-40.2% | $90,951-64.1% | $73,488-55.6% |
| Participation rate | 99.4% | 61.2%+38.3pp | 69.0%+30.4pp | 70.7%+28.8pp |
| Annual return | 16.36% | 16.69%-0.3pp | 134.60%-118.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $385 | $991-61.1% | $2,122-81.8% | $2,270-83.0% |
| Participant deferral / active EE | $4,905 | $2,517+94.9% | $3,373+45.4% | $3,740+31.2% |
| Admin fee / account holder | $291 | $521-44.3% | $5,959-95.1% | $513-43.4% |