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 LLP3+ years Service code 10 PO BOX 1914 · BISMARCK, ND 585021914 | Accounting | $13,125 |
EMJAY CORPORATION3+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,090 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $318,880 | $66,180+381.8% | $118,746+168.5% | $62,292+411.9% |
| Participation rate | 100.0% | 71.3%+28.7pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 15.58% | 60.89%-45.3pp | 24.54%-9.0pp | 28.90%-13.3pp |
| Employer contribution / active EE | $10,660 | $3,183+234.9% | $4,193+154.3% | $2,042+422.0% |
| Participant deferral / active EE | $11,869 | $4,247+179.5% | $5,332+122.6% | $3,169+274.5% |
| Admin fee / account holder | $55 | $753-92.7% | $10,720-99.5% | $479-88.6% |