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 |
|---|---|---|
NACHMAN, NORWOOD & PARROTT2 years Filed as: NACHMAN NORWOOD PARROTT Service code 16 · EIN 26-0280019 | Consulting | $34,743 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,355 |
CHERRY BEKAERT LLP5+ years Service code 10 · EIN 56-0574444 | Accounting | $7,500 |
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 | $69,845 | $69,159+1.0% | $125,175-44.2% | $67,579+3.4% |
| Participation rate | 96.6% | 78.2%+18.4pp | 79.8%+16.8pp | 71.3%+25.3pp |
| Annual return | 20.68% | 27.12%-6.4pp | 43.79%-23.1pp | 378.56%-357.9pp |
| Employer contribution / active EE | $1,908 | $2,023-5.7% | $3,865-50.6% | $2,148-11.1% |
| Participant deferral / active EE | $4,299 | $3,700+16.2% | $4,937-12.9% | $3,539+21.5% |
| Admin fee / account holder | $163 | $142+15.1% | $9,702-98.3% | $142+14.7% |