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: LAWRENCE R. MITCHELL & CCOMPANY CPA Service code 10 | Accounting | $8,350 |
QBI, LLC3+ years Service code 10 21031 VENTURA BLVD 12TH FLOOR · WOODLAND HILLS, CA 91364 | Accounting | $2,639 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 15 333 S. HOPE STREET 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,410 | $55,453+21.6% | $170,442-60.4% | $62,292+8.2% |
| Participation rate | 60.3% | 66.4%-6.0pp | 83.6%-23.3pp | 69.5%-9.2pp |
| Annual return | 15.06% | 21.38%-6.3pp | 205.93%-190.9pp | 28.90%-13.8pp |
| Employer contribution / active EE | $1,452 | $2,164-32.9% | $5,433-73.3% | $2,042-28.9% |
| Participant deferral / active EE | $2,967 | $2,303+28.8% | $4,939-39.9% | $3,169-6.4% |
| Admin fee / account holder | $136 | $455-70.0% | $13,880-99.0% | $479-71.5% |