Filed January 26, 2022
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 | $31,797 |
PRAXIS CONSULTING4 years Filed as: PRAXIS FIDUCIARY ADVISORS LLC Service code 27 · EIN 45-5291215 | Advisory (Plan) | $13,000 |
SOMERSET CPAS9+ years Service code 10 · EIN 20-1717681 | Accounting | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,617 | $91,407+62.6% | $135,903+9.4% | $71,457+108.0% |
| Participation rate | 97.5% | 75.7%+21.9pp | 81.9%+15.6pp | 67.9%+29.6pp |
| Annual return | 20.89% | 29.90%-9.0pp | 68.23%-47.3pp | 28.85%-8.0pp |
| Employer contribution / active EE | $2,331 | $3,703-37.0% | $4,856-52.0% | $2,588-9.9% |
| Participant deferral / active EE | $10,084 | $7,092+42.2% | $7,758+30.0% | $4,289+135.1% |
| Admin fee / account holder | $294 | $1,266-76.7% | $10,762-97.3% | $1,587-81.5% |