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 | $25,086 |
MARCUM LLP3 years Filed as: MARCUM WEALTH LLC Service code 27 · EIN 20-2317470 | Advisory (Plan) | $18,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,068 | $76,050-40.7% | $96,544-53.3% | $71,457-36.9% |
| Participation rate | 85.1% | 74.4%+10.7pp | 76.0%+9.2pp | 67.9%+17.2pp |
| Annual return | 14.78% | 22.81%-8.0pp | 25.84%-11.1pp | 28.85%-14.1pp |
| Employer contribution / active EE | $1,036 | $2,244-53.8% | $2,965-65.0% | $2,588-60.0% |
| Participant deferral / active EE | $3,412 | $4,215-19.0% | $4,851-29.7% | $4,289-20.4% |
| Admin fee / account holder | $251 | $2,707-90.7% | $8,252-97.0% | $1,587-84.2% |