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 |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.1+ years Service code 70 · EIN 43-1947695 | Consulting Fees | $13,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $11,750 |
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 | $90,887 | $68,413+32.9% | $123,104-26.2% | $55,191+64.7% |
| Participation rate | 92.2% | 84.5%+7.7pp | 86.8%+5.4pp | 69.2%+23.0pp |
| Annual return | 1.65% | 6.30%-4.7pp | 13.22%-11.6pp | 10.78%-9.1pp |
| Employer contribution / active EE | $4,046 | $3,050+32.7% | $5,151-21.4% | $1,899+113.1% |
| Participant deferral / active EE | $8,059 | $4,490+79.5% | $6,230+29.4% | $3,046+164.5% |
| Admin fee / account holder | $26 | $88-70.0% | $9,015-99.7% | $91-70.9% |