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 |
|---|---|---|
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 PO BOX 7112 · BILLINGS, MT 591037112 | Accounting | $9,500 |
ALLIANCE BENEFIT GROUP2+ years Service code 10 · EIN 87-0364490 7090 SOUTH UNION PARK AVENUE · SALT LAKE CITY, UT 84047 | Accounting | $2,459 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,648 | $63,346-23.2% | $92,233-47.3% | $70,131-30.6% |
| Participation rate | 96.7% | 68.7%+28.0pp | 76.5%+20.2pp | 69.5%+27.1pp |
| Annual return | 8.55% | 530.12%-521.6pp | 176.28%-167.7pp | 73.14%-64.6pp |
| Employer contribution / active EE | $315 | $2,471-87.2% | $3,679-91.4% | $2,342-86.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $81 | $3,840-97.9% | $5,194-98.4% | $4,645-98.3% |