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 | $26,086 |
MARCUM LLP2 years Filed as: MARCUM WEALTH LLC Service code 27 · EIN 20-2317470 | Advisory (Plan) | $18,891 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,755 | $65,435-27.0% | $86,677-44.9% | $66,914-28.6% |
| Participation rate | 86.1% | 75.5%+10.7pp | 76.6%+9.5pp | 69.8%+16.3pp |
| Annual return | -11.61% | -10.89%-0.7pp | 35.91%-47.5pp | 1.58%-13.2pp |
| Employer contribution / active EE | $1,031 | $2,153-52.1% | $2,836-63.7% | $2,544-59.5% |
| Participant deferral / active EE | $3,495 | $4,100-14.8% | $4,656-24.9% | $4,237-17.5% |
| Admin fee / account holder | $296 | $642-53.9% | $7,493-96.1% | $593-50.1% |