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 |
|---|---|---|
HR ADVOCATES3+ years Service code 16 · EIN 59-3330518 | Consulting | $66,520 |
GRAMLING & HAYA3+ years Service code 10 · EIN 59-1891796 | Accounting | $36,000 |
Filed as: STEARNS WEAVER MILLER WEISSLER Service code 29 · EIN 59-2126062 | Legal | $11,507 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $2,160 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $0 |
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 | $83,013 | $64,909+27.9% | $82,313+0.9% | $62,292+33.3% |
| Participation rate | 96.2% | 74.9%+21.3pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | 15.10% | 21.18%-6.1pp | 25.88%-10.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $1,723 | $1,676+2.8% | $2,428-29.1% | $2,042-15.6% |
| Participant deferral / active EE | $6,637 | $3,103+113.9% | $3,706+79.1% | $3,169+109.4% |
| Admin fee / account holder | $139 | $440-68.4% | $5,608-97.5% | $479-71.1% |