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 | $72,566 |
MAXWELL LOCKE & RITTER LLP6+ years Service code 10 · EIN 74-2900215 | Accounting | $16,950 |
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 | $351,860 | $160,088+119.8% | $112,977+211.4% | $73,409+379.3% |
| Participation rate | 99.9% | 90.7%+9.2pp | 82.6%+17.3pp | 72.2%+27.7pp |
| Annual return | 16.98% | 17.93%-1.0pp | 24.24%-7.3pp | 59.29%-42.3pp |
| Employer contribution / active EE | $17,294 | $5,200+232.6% | $4,255+306.5% | $2,234+674.2% |
| Participant deferral / active EE | $11,291 | $8,024+40.7% | $5,836+93.5% | $3,805+196.7% |
| Admin fee / account holder | $87 | $133-34.2% | $6,294-98.6% | $158-44.7% |