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 9-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 |
|---|---|---|
DAVIDSON, DOYLE & HILTON, LLP3+ years Service code 10 · EIN 54-1953476 | Accounting | $13,600 |
PENSION FINANCIAL SERVICES, INC.3+ years Service code 15 · EIN 58-1485803 | Recordkeeping | $11,079 |
CAPITAL ANALYST1 year Filed as: CAPITAL ANALYST INC Service code 27 · EIN 56-1216486 | Advisory (Plan) | $6,000 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $186,095 | $71,192+161.4% | $117,854+57.9% | $62,292+198.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 11.91% | 18.66%-6.7pp | 335.08%-323.2pp | 28.90%-17.0pp |
| Employer contribution / active EE | $12,094 | $1,934+525.4% | $3,786+219.4% | $2,042+492.2% |
| Participant deferral / active EE | $5,128 | $3,189+60.8% | $4,482+14.4% | $3,169+61.8% |
| Admin fee / account holder | $120 | $587-79.5% | $8,020-98.5% | $479-74.9% |