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 |
|---|---|---|
DEBOER & ASSOCIATES, PC1+ years Service code 10 · EIN 47-0836395 | Accounting | $19,410 |
BENEFIT PLAN ADMINISTRATORS1+ years Filed as: A & I BENEFIT PLAN ADMINISTRATORS Service code 13 · EIN 93-0446761 | Contract Administrator | $19,200 |
INVESTMENT CONSULTING GROUP1+ years Filed as: INVESTMENT CONSULTING GROUP, INC. Service code 27 · EIN 42-1358707 | Advisory (Plan) | $16,000 |
BLAKE & UHLIG, P.A.1+ years Service code 29 · EIN 48-0918231 | Legal | $15,634 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,602 | $71,802+20.6% | $133,980-35.4% | $57,658+50.2% |
| Participation rate | 88.8% | 85.5%+3.3pp | 87.1%+1.7pp | 70.2%+18.5pp |
| Annual return | -0.91% | 13.51%-14.4pp | 29.30%-30.2pp | 5.13%-6.0pp |
| Employer contribution / active EE | $3,904 | $3,161+23.5% | $5,211-25.1% | $1,974+97.8% |
| Participant deferral / active EE | $275 | $4,606-94.0% | $6,282-95.6% | $3,061-91.0% |
| Admin fee / account holder | $235 | $88+167.5% | $9,324-97.5% | $95+148.1% |