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 |
|---|---|---|
PENSION ASSURANCE LLP1 year Filed as: B & E PENSION ADVISERS INC Service code 13 738 N WILSON AVE · RICE LAKE, WI 54868 | Contract Administrator | $5,150 |
B&E INVESTMENT ADVISERS INC1 year Service code 27 282 E WAYZATA BLVD · WAYZATA, MN 55391 | Advisory (Plan) | $870 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $67 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26 |
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 | $30,534 | $63,299-51.8% | $91,001-66.4% | $62,292-51.0% |
| Participation rate | 73.3% | 73.3%0pp | 75.6%-2.3pp | 69.5%+3.8pp |
| Annual return | 16.55% | 20.99%-4.4pp | 4.60%+12.0pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,710 | $1,807-5.3% | $2,456-30.3% | $2,042-16.3% |
| Participant deferral / active EE | $2,587 | $2,943-12.1% | $3,547-27.1% | $3,169-18.4% |
| Admin fee / account holder | $33 | $468-93.0% | $5,417-99.4% | $479-93.1% |