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 |
|---|---|---|
USI CONSULTING GROUP3+ years Filed as: KIBBLE AND PRENTICE Service code 27 · EIN 91-1176315 | Advisory (Plan) | $22,100 |
MKD CPAS PLLC3+ years Service code 10 · EIN 45-1070919 | Accounting | $8,475 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,278 |
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 | $76,559 | $63,299+20.9% | $91,001-15.9% | $62,292+22.9% |
| Participation rate | 99.3% | 73.3%+26.0pp | 75.6%+23.7pp | 69.5%+29.8pp |
| Annual return | 15.54% | 20.99%-5.5pp | 4.60%+10.9pp | 28.90%-13.4pp |
| Employer contribution / active EE | $2,039 | $1,807+12.9% | $2,456-17.0% | $2,042-0.1% |
| Participant deferral / active EE | $4,019 | $2,943+36.6% | $3,547+13.3% | $3,169+26.8% |
| Admin fee / account holder | $221 | $468-52.8% | $5,417-95.9% | $479-54.0% |