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 |
|---|---|---|
JOHN GAZIANO1 year Service code 14 · EIN 32-9744601 | Plan Administrator | $7,244 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,963 |
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 | $65,062 | $89,652-27.4% | $141,162-53.9% | $65,185-0.2% |
| Participation rate | 88.0% | 74.7%+13.2pp | 82.5%+5.5pp | 70.2%+17.8pp |
| Annual return | 23.79% | 32.79%-9.0pp | 71.39%-47.6pp | 29.38%-5.6pp |
| Employer contribution / active EE | $391 | $3,065-87.2% | $4,735-91.7% | $2,177-82.0% |
| Participant deferral / active EE | $3,928 | $5,691-31.0% | $6,709-41.5% | $3,514+11.8% |
| Admin fee / account holder | $68 | $569-88.1% | $10,261-99.3% | $847-92.0% |