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 9-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 |
|---|---|---|
THE YOUNGDAHL LAW FIRM, P.C.2 years Filed as: YOUNGDAHL & CITTI PC Service code 22 · EIN 75-3110632 | Insurance Broker | $25,096 |
Filed as: MARCO INVESTMENT MANAGEMENT LLC Service code 21 · EIN 58-2405742 | Bank Trustee | $23,107 |
CUNEO, LAWSON, SHAY & STALEY3+ years Filed as: CUNEO LAWSON SHAY & STALEY CPAS Service code 10 · EIN 44-0642126 | Accounting | $9,590 |
AMERIBEN1 year Service code 13 · EIN 75-2915587 | Contract Administrator | $6,900 |
Employer contribution per participant 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 | $0 | $89,274-100.0% | $149,718-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 87.6%-87.6pp | 87.1%-87.1pp | 71.6%-71.6pp |
| Annual return | 13.56% | 20.36%-6.8pp | 1501.63%-1488.1pp | 20.87%-7.3pp |
| Employer contribution / active EE | $539 | $3,727-85.5% | $5,445-90.1% | $2,310-76.7% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,569-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $240-100.0% | $11,283-100.0% | $97-100.0% |