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 |
|---|---|---|
PSA FINANCIAL ADVISORS, INC1+ years Filed as: PSA FINANCIAL ADVISORS Service code 27 11311 MCCORMICK ROAD · HUNT VALLEY, MD 21031 | Advisory (Plan) | $16,536 |
ELLIN & TUCKER, CHARTERED1+ years Filed as: ELLIN & TUCKER Service code 10 · EIN 52-0959934 | Accounting | $12,501 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,870 |
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 | $32,120 | $54,320-40.9% | $67,652-52.5% | $52,331-38.6% |
| Participation rate | 79.0% | 73.6%+5.4pp | 75.7%+3.3pp | 68.1%+10.9pp |
| Annual return | -0.91% | 6.81%-7.7pp | 6625.04%-6626.0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $600 | $1,544-61.1% | $2,266-73.5% | $1,882-68.1% |
| Participant deferral / active EE | $2,261 | $2,950-23.4% | $3,560-36.5% | $3,022-25.2% |
| Admin fee / account holder | $121 | $527-77.0% | $4,821-97.5% | $592-79.5% |