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 |
|---|---|---|
BISHOP, FARMER & CO. LLP2 years Service code 10 · EIN 54-1435778 | Accounting | $25,100 |
KLINE KEPPEL & KORYAK PC1 year Filed as: KLINE, KEPPEL & KORYAK, P.C. Service code 70 · EIN 25-1400745 | Consulting Fees | $12,575 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,720 |
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 | $90,845 | $69,159+31.4% | $125,175-27.4% | $67,579+34.4% |
| Participation rate | 96.4% | 78.2%+18.2pp | 79.8%+16.6pp | 71.3%+25.1pp |
| Annual return | 19.90% | 27.12%-7.2pp | 43.79%-23.9pp | 378.56%-358.7pp |
| Employer contribution / active EE | $4,767 | $2,023+135.6% | $3,865+23.3% | $2,148+121.9% |
| Participant deferral / active EE | $4,294 | $3,700+16.1% | $4,937-13.0% | $3,539+21.3% |
| Admin fee / account holder | $89 | $142-37.0% | $9,702-99.1% | $142-37.2% |