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 27 · EIN 47-1411118 | Advisory (Plan) | $30,679 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,778 |
LUND & GUTTRY LLP1 year Service code 10 · EIN 95-2101327 | Accounting | $5,000 |
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 | $39,632 | $61,156-35.2% | $185,823-78.7% | $79,386-50.1% |
| Participation rate | 89.5% | 66.6%+22.9pp | 81.7%+7.8pp | 70.7%+18.8pp |
| Annual return | 12.95% | 19.45%-6.5pp | 122.05%-109.1pp | 116.85%-103.9pp |
| Employer contribution / active EE | $2,947 | $2,321+27.0% | $5,167-43.0% | $2,427+21.4% |
| Participant deferral / active EE | $4,242 | $2,789+52.1% | $5,568-23.8% | $4,046+4.9% |
| Admin fee / account holder | $240 | $710-66.2% | $16,237-98.5% | $626-61.7% |