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 | $19,932 |
MARCUM LLP2 years Filed as: MARCUM ACCOUNTANTS ADVISORS Service code 10 · EIN 11-1986323 | Accounting | $9,462 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,981 |
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 | $32,252 | $44,059-26.8% | $71,671-55.0% | $69,631-53.7% |
| Participation rate | 92.3% | 60.8%+31.6pp | 68.7%+23.6pp | 70.7%+21.7pp |
| Annual return | 17.62% | 21.97%-4.4pp | 20.65%-3.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $0 | $1,305-100.0% | $2,460-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,941 | $2,370+24.1% | $3,438-14.5% | $3,224-8.8% |
| Admin fee / account holder | $43 | $108-60.1% | $5,558-99.2% | $110-61.1% |