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 8-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 |
|---|---|---|
KATZ, SAPPER & MILLER2+ years Filed as: KATZ SAPPER & MILLER Service code 10 · EIN 35-2123203 | Accounting | $13,564 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,615 |
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 | $84,570 | $58,083+45.6% | $80,019+5.7% | $56,287+50.2% |
| Participation rate | 98.3% | 73.6%+24.7pp | 75.8%+22.5pp | 69.9%+28.5pp |
| Annual return | -5.86% | 34.61%-40.5pp | 11.22%-17.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $6,702 | $1,932+246.9% | $2,468+171.6% | $2,111+217.5% |
| Participant deferral / active EE | $9,519 | $3,135+203.6% | $3,686+158.3% | $3,350+184.2% |
| Admin fee / account holder | $86 | $623-86.2% | $6,521-98.7% | $521-83.5% |