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 | $29,159 |
FROST, PLLC6+ years Service code 10 · EIN 71-0817652 | Accounting | $14,143 |
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 | $31,933 | $78,419-59.3% | $133,956-76.2% | $73,409-56.5% |
| Participation rate | 92.8% | 78.6%+14.2pp | 79.8%+13.0pp | 72.2%+20.7pp |
| Annual return | 15.77% | 33.35%-17.6pp | 45.09%-29.3pp | 59.29%-43.5pp |
| Employer contribution / active EE | $694 | $2,044-66.0% | $3,919-82.3% | $2,234-68.9% |
| Participant deferral / active EE | $2,553 | $3,925-35.0% | $5,048-49.4% | $3,805-32.9% |
| Admin fee / account holder | $43 | $161-73.4% | $8,927-99.5% | $158-72.8% |