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 |
|---|---|---|
Service code 15 · EIN 01-0233346 P. O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $18,831 |
BEASLEY & COMPANY1 year Service code 13 · EIN 73-1412334 2626 EAST 21ST STREET · TULSA, OK 74114 | Contract Administrator | $5,238 |
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 | $53,389 | $77,813-31.4% | $123,544-56.8% | $64,186-16.8% |
| Participation rate | 85.4% | 74.7%+10.7pp | 82.3%+3.1pp | 69.6%+15.8pp |
| Annual return | -5.98% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,524 | $3,014-49.4% | $4,628-67.1% | $2,381-36.0% |
| Participant deferral / active EE | $4,335 | $5,240-17.3% | $6,426-32.5% | $3,470+24.9% |
| Admin fee / account holder | $257 | $5,519-95.3% | $9,284-97.2% | $4,888-94.7% |