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 |
|---|---|---|
LAWRENCE C. MUSGROVE ASSOCIATES1+ years Filed as: LAWRENCE R. MITCHELL & COMPANY CPA' Service code 99 | Other Fees | $8,825 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,735 |
LAWRENCE R MITCHELL & CO CPAS1+ years Filed as: LAWRENCE R. MITCHELL & COMPANY Service code 99 · EIN 20-0545687 | Other Fees | $0 |
Annual investment return 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 | $55,195 | $74,024-25.4% | $77,999-29.2% | $57,658-4.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 3.49% | 12.14%-8.7pp | 425.96%-422.5pp | 5.13%-1.6pp |
| Employer contribution / active EE | $2,697 | $2,365+14.0% | $2,470+9.2% | $1,974+36.6% |
| Participant deferral / active EE | $2,674 | $3,533-24.3% | $3,497-23.5% | $3,061-12.6% |
| Admin fee / account holder | $53 | $93-43.6% | $5,480-99.0% | $95-44.4% |