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 |
|---|---|---|
Filed as: BARTLETT PRINGLE & WOLF, LLP Service code 10 1123 CHAPALA STREET · SANTA BARBARA, CA 93190 | Accounting | $11,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,050 |
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 | $215,867 | $69,231+211.8% | $91,989+134.7% | $67,579+219.4% |
| Participation rate | 83.2% | 78.9%+4.3pp | 78.6%+4.5pp | 71.3%+11.9pp |
| Annual return | 23.86% | 32.03%-8.2pp | 69.02%-45.2pp | 378.56%-354.7pp |
| Employer contribution / active EE | $0 | $2,284-100.0% | $3,452-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $14,250 | $5,854+143.4% | $5,923+140.6% | $3,539+302.6% |
| Admin fee / account holder | $32 | $107-69.8% | $7,743-99.6% | $142-77.2% |