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 | $625 |
CUTTER & COMPANY, INC1+ years Filed as: CUTTER & COMPANY INC Service code 61 15415 CLAYTON RD · BALLWIN, MO 63011 | Finders' fees / placement fees | $0 |
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 | $29,229 | $70,002-58.2% | $115,037-74.6% | $52,331-44.1% |
| Participation rate | 80.9% | 72.1%+8.7pp | 81.4%-0.5pp | 68.1%+12.7pp |
| Annual return | 0.07% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $970 | $2,715-64.3% | $4,608-78.9% | $1,882-48.4% |
| Participant deferral / active EE | $2,744 | $4,920-44.2% | $6,026-54.5% | $3,022-9.2% |
| Admin fee / account holder | $5 | $566-99.2% | $8,175-99.9% | $592-99.2% |