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 |
|---|---|---|
JAMES M. BABIC, PC4+ years Service code 16 · EIN 20-0713860 | Consulting | $6,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,087 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,438 | $73,102-25.5% | $123,544-55.9% | $56,287-3.3% |
| Participation rate | 85.1% | 74.3%+10.7pp | 82.3%+2.8pp | 69.9%+15.2pp |
| Annual return | -6.16% | 3.01%-9.2pp | 119.20%-125.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,088 | $5,423-24.6% | $6,426-36.4% | $3,350+22.0% |
| Admin fee / account holder | $54 | $554-90.2% | $9,284-99.4% | $521-89.6% |