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 |
|---|---|---|
CROWE LLP1+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $11,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,313 |
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 | $99,733 | $57,103+74.7% | $87,507+14.0% | $57,658+73.0% |
| Participation rate | 91.7% | 64.3%+27.4pp | 73.8%+17.9pp | 70.2%+21.5pp |
| Annual return | 6.51% | 12.71%-6.2pp | 12.21%-5.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2 | $1,107-99.8% | $2,550-99.9% | $1,974-99.9% |
| Participant deferral / active EE | $5,067 | $2,250+125.2% | $3,149+60.9% | $3,061+65.5% |
| Admin fee / account holder | $27 | $281-90.2% | $4,221-99.3% | $95-71.0% |