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 |
|---|---|---|
CLARK NUBER1 year Service code 10 · EIN 91-1194016 | Accounting | $16,500 |
USI CONSULTING GROUP2+ years Filed as: KIBBLE & PRENTICE Service code 16 · EIN 91-1176315 | Consulting | $12,046 |
FID INV INST OPS CO2+ years Service code 50 · EIN 04-2647786 | Direct Payment | -$25,209 |
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 | $138,166 | $36,916+274.3% | $156,549-11.7% | $57,658+139.6% |
| Participation rate | 79.5% | 63.4%+16.0pp | 84.0%-4.6pp | 70.2%+9.2pp |
| Annual return | 7.23% | 12.38%-5.1pp | 32.23%-25.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $11,992 | $1,571+663.6% | $5,501+118.0% | $1,974+507.6% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $3 | $82-96.3% | $13,027-100.0% | $95-96.8% |