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 8-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 |
|---|---|---|
ISC ADVISORS INC3 years Filed as: ISC ADVISORS,INC Service code 15 3500 OAK LAWN · DALLAS, TX 75219 | Recordkeeping | $27,941 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $23,177 |
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 | $97,434 | $99,957-2.5% | $149,696-34.9% | $73,488+32.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 20.91% | 53.87%-33.0pp | 276.60%-255.7pp | 28.51%-7.6pp |
| Employer contribution / active EE | $1,731 | $3,191-45.7% | $4,644-62.7% | $2,270-23.7% |
| Participant deferral / active EE | $9,912 | $6,073+63.2% | $6,842+44.9% | $3,740+165.0% |
| Admin fee / account holder | $274 | $551-50.3% | $9,309-97.1% | $513-46.7% |