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 |
|---|---|---|
GILBERT AND STEWART3 years Filed as: GILBERT & STEWART, PC Service code 10 · EIN 87-0403149 | Accounting | $9,400 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $7,548 |
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 | $219,823 | $58,879+273.3% | $178,490+23.2% | $73,488+199.1% |
| Participation rate | 94.7% | 66.2%+28.5pp | 81.9%+12.8pp | 70.7%+24.1pp |
| Annual return | 14.94% | 24.86%-9.9pp | 151.07%-136.1pp | 28.51%-13.6pp |
| Employer contribution / active EE | $7,559 | $2,236+238.0% | $5,011+50.9% | $2,270+233.0% |
| Participant deferral / active EE | $4,291 | $2,567+67.2% | $5,202-17.5% | $3,740+14.8% |
| Admin fee / account holder | $74 | $400-81.6% | $13,984-99.5% | $513-85.6% |