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 12 · EIN 48-1205033 | Direct payment from the plan; Claims ... | $16,191 |
SMITH HAYES ADVISERS, INC.1+ years Service code 27 1225 L ST., STE. 200 · LINCOLN, NE 68508 | Advisory (Plan) | $6,456 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
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 | $61,272 | $70,667-13.3% | $123,104-50.2% | $52,331+17.1% |
| Participation rate | 80.8% | 83.7%-2.9pp | 86.8%-6.0pp | 68.1%+12.7pp |
| Annual return | 4.02% | 6.23%-2.2pp | 13.22%-9.2pp | 4.54%-0.5pp |
| Employer contribution / active EE | $1,971 | $2,946-33.1% | $5,151-61.7% | $1,882+4.7% |
| Participant deferral / active EE | $3,766 | $4,493-16.2% | $6,230-39.5% | $3,022+24.6% |
| Admin fee / account holder | $199 | $506-60.7% | $9,015-97.8% | $592-66.4% |