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 |
|---|---|---|
JONES WALKER LLP1 year Service code 16 201 ST CHARLES AVE. · NEW ORLEANS, LA 70170 | Consulting | $94,639 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$132,346 |
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 | $488,490 | $100,801+384.6% | $149,696+226.3% | $73,409+565.4% |
| Participation rate | 91.4% | 77.7%+13.8pp | 82.5%+9.0pp | 72.2%+19.3pp |
| Annual return | 21.41% | 265.34%-243.9pp | 276.60%-255.2pp | 59.29%-37.9pp |
| Employer contribution / active EE | $11,521 | $3,312+247.9% | $4,644+148.1% | $2,234+415.8% |
| Participant deferral / active EE | $9,782 | $6,404+52.7% | $6,842+43.0% | $3,805+157.0% |
| Admin fee / account holder | $144 | $181-20.5% | $9,309-98.5% | $158-9.0% |