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 |
|---|---|---|
WILSON, HAAG & CO.8+ years Service code 10 · EIN 75-2333913 | Accounting | $113,000 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $108,505 |
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON Service code 50 240 GREENWICH ST · NEW YORK, NY 10286 | Direct Payment | $54,887 |
THE SEGAL COMPANY8+ years Filed as: SEGAL ADVISORS Service code 19 · EIN 13-2646110 | Securities Custodian | $50,000 |
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $29,094 |
SMDW CPA1 year Service code 13 600 S TYLER STREET, SUITE 2500 · ARMILLO, TX 79101 | Contract Administrator | $24,000 |
CONNORS1 year Filed as: CONNORS & WINTERS Service code 29 · EIN 73-1388566 4100 FIRST PLACE TOWER · TULSA, OK 74103 | Legal | $16,533 |
Filed as: ACTUARIES & ASSOC Service code 13 701 S TYLER STREET · AMARILLO, TX 79101 | Contract Administrator | $9,932 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,274 | $76,774-51.5% | $112,228-66.8% | $77,904-52.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -8.46% | -10.25%+1.8pp | 27.45%-35.9pp | 12.21%-20.7pp |
| Employer contribution / active EE | $4,456 | $3,977+12.0% | $3,635+22.6% | $2,848+56.5% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $193 | $239-19.3% | $6,410-97.0% | $133+45.5% |