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 |
|---|---|---|
CALIBER AUDIT & ATTEST1 year Filed as: CALIBER AUDIT & ATTEST LLP Service code 10 · EIN 26-2350873 | Accounting | $8,000 |
HICKS PENSION SERVICES2 years Service code 12 · EIN 77-0155091 | Claims processing; Participant loan p... | $6,476 |
Employer contribution per participant 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 | $94,129 | $79,523+18.4% | $140,016-32.8% | $56,287+67.2% |
| Participation rate | 76.9% | 85.7%-8.9pp | 87.5%-10.6pp | 69.9%+7.0pp |
| Annual return | -3.62% | 2.39%-6.0pp | 651.12%-654.7pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,150 | $3,350-65.7% | $5,606-79.5% | $2,111-45.5% |
| Participant deferral / active EE | $4,093 | $5,129-20.2% | $6,927-40.9% | $3,350+22.2% |
| Admin fee / account holder | $23 | $614-96.2% | $10,705-99.8% | $521-95.5% |