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 9-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 | $38,680 |
GERBER LLC4 years Filed as: GERBER TAYLOR Service code 27 · EIN 62-1420786 | Advisory (Plan) | $21,035 |
BKD, LLP3 years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $11,103 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $76,951 | $39,038+97.1% | $98,755-22.1% | $86,799-11.3% |
| Participation rate | 72.1% | 68.2%+3.9pp | 65.7%+6.3pp | 72.3%-0.2pp |
| Annual return | 24.86% | 25.86%-1.0pp | 49.91%-25.1pp | 97.91%-73.0pp |
| Employer contribution / active EE | $856 | $1,231-30.5% | $2,067-58.6% | $2,405-64.4% |
| Participant deferral / active EE | $2,764 | $2,581+7.1% | $3,035-8.9% | $4,131-33.1% |
| Admin fee / account holder | $245 | $126+94.8% | $4,076-94.0% | $170+44.5% |