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 |
|---|---|---|
Filed as: DABBS, HICKMAN, HILL & CANNON, LLP Service code 99 · EIN 58-1137570 | Other Fees | $8,000 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 | Recordkeeping Fees | $1,270 |
BMO HARRIS BANK NA3+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $0 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 39-1186267 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $55,453-100.0% | $170,442-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 19.84% | 21.38%-1.5pp | 205.93%-186.1pp | 28.90%-9.1pp |
| Employer contribution / active EE | $2,565 | $2,164+18.5% | $5,433-52.8% | $2,042+25.6% |
| Participant deferral / active EE | $5,938 | $2,303+157.9% | $4,939+20.2% | $3,169+87.4% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |