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 8-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 | $27,195 |
PRICEKUBECKA PLLC1 year Filed as: PRICEKUBECKA, PLLC Service code 10 · EIN 75-2783674 | Accounting | $9,750 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,530 | $79,171-48.8% | $102,423-60.4% | $74,495-45.6% |
| Participation rate | 81.0% | 74.8%+6.2pp | 76.5%+4.5pp | 67.2%+13.8pp |
| Annual return | 10.78% | 54.93%-44.2pp | 29.32%-18.5pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,221 | $2,362-48.3% | $3,023-59.6% | $2,623-53.5% |
| Participant deferral / active EE | $5,226 | $4,415+18.4% | $5,053+3.4% | $4,346+20.2% |
| Admin fee / account holder | $144 | $2,001-92.8% | $9,451-98.5% | $1,942-92.6% |