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: ALLEN & COMPANY OF FL INC Service code 53 · EIN 59-0913641 | Insurance Commissions | $195,738 |
DLC CPA'S1 year Service code 64 · EIN 82-0986210 | Recordkeeping Fees | $5,000 |
Filed as: MM LIFE INSURANCE COMPANY Service code 33 · EIN 04-1590850 | Investment management fees paid indir... | $4,524 |
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 | $145,722 | $46,173+215.6% | $170,442-14.5% | $69,631+109.3% |
| Participation rate | 94.6% | 63.9%+30.7pp | 83.6%+11.0pp | 70.7%+23.9pp |
| Annual return | 15.68% | 21.62%-5.9pp | 205.93%-190.3pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $4,580 | $1,610+184.5% | $5,433-15.7% | $2,032+125.4% |
| Participant deferral / active EE | $3,172 | $2,080+52.5% | $4,939-35.8% | $3,224-1.6% |
| Admin fee / account holder | $45 | $116-61.4% | $13,880-99.7% | $110-59.5% |