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 |
|---|---|---|
Filed as: DEMBO JONES, PC Service code 10 · EIN 52-1073331 | Accounting | $10,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $788 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $275,286 | $80,753+240.9% | $136,294+102.0% | $62,292+341.9% |
| Participation rate | 92.0% | 73.5%+18.5pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 12.96% | 35.83%-22.9pp | 5155.94%-5143.0pp | 28.90%-15.9pp |
| Employer contribution / active EE | $9,574 | $2,884+232.0% | $4,695+103.9% | $2,042+368.8% |
| Participant deferral / active EE | $10,864 | $5,164+110.4% | $6,247+73.9% | $3,169+242.8% |
| Admin fee / account holder | $91 | $525-82.7% | $9,243-99.0% | $479-81.1% |