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 |
|---|---|---|
PMB HELIN DONOVAN, LLP1 year Filed as: PMB HELIN DONOVAN Service code 10 · EIN 74-3001153 | Accounting | $12,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,250 |
Filed as: EDWARD D JONES & CO Service code 61 · EIN 43-0354811 | Finders' fees / placement fees | $0 |
Annual investment return 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 | $54,184 | $155,795-65.2% | $136,294-60.2% | $69,631-22.2% |
| Participation rate | 96.4% | 75.2%+21.1pp | 81.9%+14.4pp | 70.7%+25.7pp |
| Annual return | 14.29% | 232464.33%-232450.0pp | 5155.94%-5141.6pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $1,065 | $2,991-64.4% | $4,695-77.3% | $2,032-47.6% |
| Participant deferral / active EE | $5,922 | $5,394+9.8% | $6,247-5.2% | $3,224+83.7% |
| Admin fee / account holder | $38 | $128-70.6% | $9,243-99.6% | $110-65.9% |