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 | $38,433 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 16 · EIN 16-0468020 | Consulting | $17,000 |
URISH POPECK & CO., LLC2+ years Filed as: URISH POPECK Service code 10 · EIN 23-1306171 | Accounting | $15,000 |
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 | $219,640 | $122,709+79.0% | $88,497+148.2% | $57,658+280.9% |
| Participation rate | 96.8% | 89.9%+6.9pp | 82.4%+14.4pp | 70.2%+26.6pp |
| Annual return | 8.71% | 10.63%-1.9pp | 7.63%+1.1pp | 5.13%+3.6pp |
| Employer contribution / active EE | $5,805 | $4,531+28.1% | $4,036+43.8% | $1,974+194.1% |
| Participant deferral / active EE | $11,170 | $6,704+66.6% | $4,899+128.0% | $3,061+265.0% |
| Admin fee / account holder | $46 | $93-50.0% | $6,220-99.3% | $95-51.0% |