Filed March 10, 2017
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 |
|---|---|---|
SF FISER & COMPANY9+ years Service code 10 · EIN 71-0749699 | Accounting | $16,002 |
FRIDAY ELDREDGE & CLARK5 years Filed as: FRIDAY, ELDREDGE & CLARK Service code 29 · EIN 71-0253637 | Legal | $6,129 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,592 | $90,745+140.9% | $130,231+67.8% | $75,163+190.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 13.10% | 34.45%-21.3pp | 38.77%-25.7pp | 160.62%-147.5pp |
| Employer contribution / active EE | $4,179 | $3,314+26.1% | $4,126+1.3% | $2,670+56.5% |
| Participant deferral / active EE | $3,600 | $5,362-32.9% | $6,799-47.0% | $4,125-12.7% |
| Admin fee / account holder | $256 | $6,331-96.0% | $6,020-95.7% | $5,651-95.5% |