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 | $53,442 |
Service code 17 · EIN 20-8532658 | Pension Consulting | $10,000 |
PENSION ASSURANCE LLP2 years Service code 10 · EIN 30-0840934 | Accounting | $10,000 |
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 | $46,950 | $73,638-36.2% | $95,952-51.1% | $73,488-36.1% |
| Participation rate | 97.5% | 76.2%+21.3pp | 77.1%+20.4pp | 70.7%+26.8pp |
| Annual return | 12.99% | 16.78%-3.8pp | 91.61%-78.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $3,790 | $1,863+103.4% | $2,541+49.2% | $2,270+67.0% |
| Participant deferral / active EE | $13,536 | $3,617+274.2% | $4,167+224.8% | $3,740+262.0% |
| Admin fee / account holder | $107 | $482-77.8% | $6,795-98.4% | $513-79.2% |