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 | $17,796 |
FROST, PLLC4+ years Service code 10 · EIN 71-0817652 | Accounting | $13,741 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $28,147 | $62,267-54.8% | $110,238-74.5% | $55,725-49.5% |
| Participation rate | 91.0% | 78.1%+12.8pp | 79.8%+11.1pp | 70.9%+20.1pp |
| Annual return | -4.12% | -1.07%-3.0pp | 314.74%-318.9pp | 244.93%-249.0pp |
| Employer contribution / active EE | $663 | $1,941-65.8% | $3,826-82.7% | $2,078-68.1% |
| Participant deferral / active EE | $2,332 | $3,516-33.7% | $4,672-50.1% | $3,356-30.5% |
| Admin fee / account holder | $41 | $121-66.4% | $8,547-99.5% | $115-64.8% |