See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,094 |
MARCUM LLP4 years Filed as: MARCUM WEALTH LLC Service code 27 · EIN 20-2317470 | Advisory (Plan) | $19,728 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,511 | $79,171-46.3% | $102,423-58.5% | $74,495-42.9% |
| Participation rate | 80.1% | 74.8%+5.3pp | 76.5%+3.6pp | 67.2%+12.9pp |
| Annual return | 10.58% | 54.93%-44.4pp | 29.32%-18.7pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $998 | $2,362-57.7% | $3,023-67.0% | $2,623-61.9% |
| Participant deferral / active EE | $3,257 | $4,415-26.2% | $5,053-35.5% | $4,346-25.1% |
| Admin fee / account holder | $231 | $2,001-88.4% | $9,451-97.6% | $1,942-88.1% |