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 9-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 |
|---|---|---|
BASS & LEMER LLP4+ years Service code 10 · EIN 13-1938264 | Accounting | $24,000 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 55 · EIN 26-4310632 | Other Commissions | $22,621 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,600 |
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 | $91,082 | $66,302+37.4% | $110,238-17.4% | $56,287+61.8% |
| Participation rate | 78.2% | 74.9%+3.3pp | 79.8%-1.6pp | 69.9%+8.4pp |
| Annual return | -7.32% | -1.18%-6.1pp | 314.74%-322.1pp | -9.96%+2.6pp |
| Employer contribution / active EE | $3,043 | $2,047+48.7% | $3,826-20.5% | $2,111+44.2% |
| Participant deferral / active EE | $6,425 | $3,381+90.0% | $4,672+37.5% | $3,350+91.8% |
| Admin fee / account holder | $272 | $698-61.0% | $8,547-96.8% | $521-47.7% |