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 | $44,395 |
BEASLEY & COMPANY3 years Service code 13 · EIN 73-1412334 2626 EAST 21ST STREET · TULSA, OK 74114 | Contract Administrator | $6,721 |
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 | $68,642 | $99,957-31.3% | $149,696-54.1% | $73,488-6.6% |
| Participation rate | 88.3% | 75.7%+12.6pp | 82.5%+5.8pp | 70.7%+17.6pp |
| Annual return | 20.89% | 53.87%-33.0pp | 276.60%-255.7pp | 28.51%-7.6pp |
| Employer contribution / active EE | $1,544 | $3,191-51.6% | $4,644-66.8% | $2,270-32.0% |
| Participant deferral / active EE | $4,281 | $6,073-29.5% | $6,842-37.4% | $3,740+14.5% |
| Admin fee / account holder | $72 | $551-87.0% | $9,309-99.2% | $513-86.0% |