Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $28,796 |
Filed as: ROMEO, WIGGINS & COMPANY, LLP Service code 10 · EIN 56-1627242 | Accounting | $8,950 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,297 | $102,382-34.3% | $147,005-54.2% | $80,874-16.8% |
| Participation rate | 73.9% | 75.8%-1.9pp | 82.2%-8.2pp | 67.6%+6.3pp |
| Annual return | 13.74% | 134.89%-121.2pp | 418.76%-405.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $16 | $3,715-99.6% | $4,934-99.7% | $2,756-99.4% |
| Participant deferral / active EE | $8,386 | $6,646+26.2% | $8,070+3.9% | $4,297+95.2% |
| Admin fee / account holder | $291 | $7,942-96.3% | $13,006-97.8% | $6,935-95.8% |