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 |
|---|---|---|
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 800 MARKET STREET, SUITE 500 · ST. LOUIS, MO 63101 | Accounting | $23,683 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,514 | $60,323+152.8% | $81,812+86.4% | $74,495+104.7% |
| Participation rate | 87.8% | 62.9%+24.9pp | 72.3%+15.4pp | 67.2%+20.6pp |
| Annual return | 16.08% | 16.90%-0.8pp | 773.79%-757.7pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $4,721 | $2,620+80.2% | $2,912+62.1% | $2,623+80.0% |
| Participant deferral / active EE | $3,297 | $3,387-2.7% | $4,319-23.6% | $4,346-24.1% |
| Admin fee / account holder | $255 | $1,486-82.8% | $7,386-96.5% | $1,942-86.9% |