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 | $14,236 |
MCGUIRE WOODS1 year Filed as: MCGUIRE WOODS LLP Service code 29 · EIN 54-0505857 | Legal | $11,901 |
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 | $42,167 | $56,443-25.3% | $83,848-49.7% | $55,725-24.3% |
| Participation rate | 26.9% | 72.0%-45.1pp | 76.1%-49.2pp | 70.9%-43.9pp |
| Annual return | 5.53% | 393.67%-388.1pp | 850.88%-845.3pp | 244.93%-239.4pp |
| Employer contribution / active EE | $743 | $2,682-72.3% | $3,631-79.5% | $2,078-64.3% |
| Participant deferral / active EE | $1,357 | $2,965-54.2% | $4,082-66.8% | $3,356-59.6% |
| Admin fee / account holder | $224 | $156+43.2% | $5,478-95.9% | $115+94.3% |