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 |
|---|---|---|
GROVE MUELLER & SWANK PC1 year Filed as: GROVE, MUELLER & SWANK, P.C. Service code 10 · EIN 93-0874157 | Accounting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,738 |
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 | $69,043 | $66,310+4.1% | $93,606-26.2% | $65,185+5.9% |
| Participation rate | 99.1% | 74.0%+25.1pp | 75.8%+23.3pp | 70.2%+28.9pp |
| Annual return | 21.03% | 42.58%-21.5pp | 32.76%-11.7pp | 29.38%-8.4pp |
| Employer contribution / active EE | $3,048 | $2,012+51.5% | $2,718+12.1% | $2,177+40.0% |
| Participant deferral / active EE | $3,700 | $3,342+10.7% | $4,069-9.1% | $3,514+5.3% |
| Admin fee / account holder | $159 | $6,897-97.7% | $7,888-98.0% | $847-81.2% |