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 | $32,055 |
ZOOK DINON PA3+ years Service code 10 · EIN 22-2746484 | Accounting | $12,640 |
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 | $64,410 | $155,795-58.7% | $136,294-52.7% | $69,631-7.5% |
| Participation rate | 93.1% | 75.2%+17.8pp | 81.9%+11.2pp | 70.7%+22.4pp |
| Annual return | 20.58% | 232464.33%-232443.8pp | 5155.94%-5135.4pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $2,126 | $2,991-28.9% | $4,695-54.7% | $2,032+4.6% |
| Participant deferral / active EE | $6,704 | $5,394+24.3% | $6,247+7.3% | $3,224+108.0% |
| Admin fee / account holder | $42 | $128-67.4% | $9,243-99.5% | $110-62.1% |