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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $57,430 |
Service code 27 · EIN 26-4649377 | Advisory (Plan) | $45,208 |
BROUSSARD & COMPANY, CPA'S L.L.C6+ years Service code 10 · EIN 72-1447940 | Accounting | $7,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,394 | $64,286+6.4% | $90,951-24.8% | $73,409-6.8% |
| Participation rate | 40.9% | 63.6%-22.7pp | 69.0%-28.1pp | 72.2%-31.3pp |
| Annual return | 15.75% | 21.45%-5.7pp | 134.60%-118.9pp | 59.29%-43.5pp |
| Employer contribution / active EE | $406 | $895-54.6% | $2,122-80.9% | $2,234-81.8% |
| Participant deferral / active EE | $1,414 | $2,453-42.3% | $3,373-58.1% | $3,805-62.8% |
| Admin fee / account holder | $216 | $287-24.8% | $5,959-96.4% | $158+36.7% |