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 |
|---|---|---|
NAWROCKI SMITH LLP1 year Service code 10 · EIN 74-3216978 | Accounting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,819 |
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 | $27,819 | $69,362-59.9% | $101,248-72.5% | $73,488-62.1% |
| Participation rate | 95.4% | 68.4%+27.0pp | 75.8%+19.6pp | 70.7%+24.7pp |
| Annual return | 21.28% | 18.46%+2.8pp | 46.47%-25.2pp | 28.51%-7.2pp |
| Employer contribution / active EE | $2,352 | $2,628-10.5% | $3,660-35.7% | $2,270+3.6% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $77 | $704-89.0% | $5,945-98.7% | $513-84.9% |