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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICE WATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $47,750 |
TAMIKA HAINSWORTH1+ years Filed as: TAMIKA L HAINSWORTH Service code 35 · EIN 53-0196583 | Other services; Employee (plan sponso... | $36,249 |
TERRY SCHMIDT LLC1+ years Filed as: TERRY LYNN SHIELDS Service code 35 · EIN 53-0196583 | Other services; Employee (plan sponso... | $27,791 |
JOSEPH SCHIAVO1+ years Service code 35 · EIN 53-0196583 | Other services; Direct payment from t... | $19,746 |
VERISIGHT, INC.1+ years Service code 50 · EIN 27-2037969 | Direct Payment | $5,362 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $355 |
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 | $121,176 | $112,772+7.5% | $57,343+111.3% | $59,188+104.7% |
| Participation rate | 99.1% | 71.3%+27.8pp | 75.1%+24.0pp | 69.4%+29.7pp |
| Annual return | 2.59% | 0.85%+1.7pp | 24.39%-21.8pp | 5.51%-2.9pp |
| Employer contribution / active EE | $5,687 | $3,400+67.2% | $2,689+111.5% | $2,098+171.1% |
| Participant deferral / active EE | $4,189 | $3,010+39.2% | $3,162+32.5% | $3,265+28.3% |
| Admin fee / account holder | $41 | $144-71.3% | $3,356-98.8% | $92-55.1% |