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 | $18,729 |
MARCUM LLP1 year Filed as: MARCUM ACCOUNTANTS ADVISORS Service code 10 · EIN 11-1986323 | Accounting | $11,330 |
Employer contribution per participant 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 | $19,821 | $39,819-50.2% | $67,834-70.8% | $57,658-65.6% |
| Participation rate | 88.5% | 61.2%+27.3pp | 68.8%+19.7pp | 70.2%+18.3pp |
| Annual return | 6.02% | 9.19%-3.2pp | 138.47%-132.5pp | 5.13%+0.9pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,403-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,224 | $2,209+0.7% | $3,160-29.6% | $3,061-27.3% |
| Admin fee / account holder | $29 | $84-65.0% | $4,622-99.4% | $95-69.1% |