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 | $93,570 |
ZOOK DINON PA5+ years Service code 10 · EIN 22-2746484 | Accounting | $13,180 |
Form 5500 reported that benefits due were not provided when due.
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 | $72,940 | $101,523-28.2% | $141,162-48.3% | $77,787-6.2% |
| Participation rate | 96.2% | 77.4%+18.8pp | 82.5%+13.7pp | 73.2%+23.0pp |
| Annual return | 61.26% | 56.22%+5.0pp | 71.39%-10.1pp | 32.57%+28.7pp |
| Employer contribution / active EE | $2,846 | $3,341-14.8% | $4,735-39.9% | $2,504+13.6% |
| Participant deferral / active EE | $8,652 | $6,434+34.5% | $6,709+29.0% | $3,967+118.1% |
| Admin fee / account holder | $70 | $92-23.3% | $10,261-99.3% | $100-29.8% |