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 |
|---|---|---|
Service code 26 · EIN 42-1445429 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 525568757 | Advisory (Participants) | $44,438 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,510 |
Employer contribution per participant 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 | $28,744 | $46,100-37.6% | $86,590-66.8% | $69,631-58.7% |
| Participation rate | 94.4% | 67.2%+27.2pp | 73.5%+20.9pp | 70.7%+23.7pp |
| Annual return | 16.68% | 21.02%-4.3pp | 964.84%-948.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $157 | $1,850-91.5% | $2,839-94.5% | $2,032-92.3% |
| Participant deferral / active EE | $2,905 | $2,432+19.4% | $3,609-19.5% | $3,224-9.9% |
| Admin fee / account holder | $151 | $94+60.9% | $4,906-96.9% | $110+36.7% |