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 |
|---|---|---|
PRONVEST5 years Filed as: PRONVEST, INC. Service code 26 · EIN 62-1823351 | Advisory (Participants) | $26,810 |
HOGANTAYLOR LLP4 years Service code 10 · EIN 73-1413977 | Accounting | $23,350 |
FRIDAY ELDREDGE & CLARK6+ years Service code 29 · EIN 71-0253637 | Legal | $14,061 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $129,098 | $111,608+15.7% | $177,821-27.4% | $73,409+75.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 13.98% | 18.23%-4.2pp | 48.32%-34.3pp | 59.29%-45.3pp |
| Employer contribution / active EE | $5,435 | $3,796+43.2% | $5,918-8.2% | $2,234+143.3% |
| Participant deferral / active EE | $2,278 | $6,199-63.2% | $7,714-70.5% | $3,805-40.1% |
| Admin fee / account holder | $130 | $166-21.5% | $12,427-99.0% | $158-17.7% |