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 |
|---|---|---|
ARONSON LLC2 years Service code 10 · EIN 37-1611326 | Accounting | $12,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $300 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $82,160 | $157,256-47.8% | $141,162-41.8% | $152,861-46.3% |
| Participation rate | 78.6% | 84.8%-6.2pp | 82.5%-3.9pp | 82.4%-3.9pp |
| Annual return | 22.70% | 64.32%-41.6pp | 71.39%-48.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,938 | $5,261-63.2% | $4,735-59.1% | $4,762-59.3% |
| Participant deferral / active EE | $3,706 | $7,109-47.9% | $6,709-44.8% | $5,850-36.7% |
| Admin fee / account holder | $90 | $12,120-99.3% | $10,261-99.1% | $11,596-99.2% |