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 | $39,613 |
JGD & ASSOCIATES LLP3 years Filed as: JGD & ASSOCIATES Service code 10 · EIN 95-3132551 | Accounting | $12,250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,932 | $53,165-60.6% | $86,188-75.7% | $74,419-71.9% |
| Participation rate | 99.2% | 64.9%+34.4pp | 69.0%+30.3pp | 70.7%+28.5pp |
| Annual return | 24.30% | 22.64%+1.7pp | 1168.45%-1144.1pp | 34.38%-10.1pp |
| Employer contribution / active EE | $2,499 | $1,210+106.6% | $2,380+5.0% | $2,637-5.2% |
| Participant deferral / active EE | $5,426 | $3,234+67.8% | $3,985+36.2% | $4,528+19.8% |
| Admin fee / account holder | $170 | $551-69.2% | $6,852-97.5% | $348-51.1% |