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, PC6+ years Service code 10 · EIN 20-0713860 | Accounting | $6,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $3,016,345 | $99,957+2917.6% | $149,696+1915.0% | $73,488+4004.5% |
| Participation rate | 4.0% | 75.7%-71.7pp | 82.5%-78.5pp | 70.7%-66.7pp |
| Annual return | 20.24% | 53.87%-33.6pp | 276.60%-256.4pp | 28.51%-8.3pp |
| Employer contribution / active EE | $417 | $3,191-86.9% | $4,644-91.0% | $2,270-81.6% |
| Participant deferral / active EE | $4,164 | $6,073-31.4% | $6,842-39.1% | $3,740+11.3% |
| Admin fee / account holder | $1,934 | $551+251.2% | $9,309-79.2% | $513+276.9% |