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 13 · EIN 06-1050034 | Contract Administrator | $126,975 |
MERCER2+ years Service code 27 · EIN 30-0282430 | Advisory (Plan) | $124,710 |
D. BRENNAN REILLY, P.C.1 year Filed as: D. BRENNAN REILLY PC Service code 29 · EIN 76-0634363 | Legal | $32,673 |
MELTON & MELTON LLP3+ years Service code 10 · EIN 74-1550819 | Accounting | $19,750 |
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 | $76,065 | $43,233+75.9% | $185,117-58.9% | $77,958-2.4% |
| Participation rate | 94.7% | 64.2%+30.4pp | 77.3%+17.4pp | 71.6%+23.0pp |
| Annual return | 14.47% | 20.43%-6.0pp | 40.50%-26.0pp | 20.87%-6.4pp |
| Employer contribution / active EE | $2,508 | $1,312+91.2% | $4,182-40.0% | $2,310+8.6% |
| Participant deferral / active EE | $6,239 | $2,912+114.2% | $5,045+23.7% | $3,537+76.4% |
| Admin fee / account holder | $147 | $95+54.5% | $8,159-98.2% | $97+51.0% |