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 |
|---|---|---|
SOREN MCADAM3 years Service code 49 · EIN 77-0549163 | Other Services | $12,000 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $7,946 |
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 | $90,222 | $40,174+124.6% | $84,015+7.4% | $67,579+33.5% |
| Participation rate | 100.0% | 62.7%+37.3pp | 69.0%+31.0pp | 71.3%+28.7pp |
| Annual return | 20.99% | 25.82%-4.8pp | 71.31%-50.3pp | 378.56%-357.6pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $6,840 | $2,301+197.2% | $3,239+111.2% | $3,539+93.2% |
| Admin fee / account holder | $26 | $128-79.9% | $6,101-99.6% | $142-81.8% |