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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,735 |
Filed as: FIRLEY MORAN FREER AND EASSA, CPA, Service code 10 · EIN 16-1148763 | Accounting | $11,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $139,731 | $62,267+124.4% | $110,238+26.8% | $55,725+150.8% |
| Participation rate | 96.8% | 78.1%+18.7pp | 79.8%+17.0pp | 70.9%+25.9pp |
| Annual return | -5.62% | -1.07%-4.6pp | 314.74%-320.4pp | 244.93%-250.6pp |
| Employer contribution / active EE | $4,194 | $1,941+116.0% | $3,826+9.6% | $2,078+101.8% |
| Participant deferral / active EE | $3,987 | $3,516+13.4% | $4,672-14.7% | $3,356+18.8% |
| Admin fee / account holder | $40 | $121-67.0% | $8,547-99.5% | $115-65.4% |