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 35-0145825 | Loan Processing | $76,134 |
EYRING, LEVITT & DRANEY2 years Service code 10 · EIN 26-1783184 | Accounting | $10,606 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,794 | $89,652+13.5% | $141,162-27.9% | $65,185+56.2% |
| Participation rate | 94.2% | 74.7%+19.5pp | 82.5%+11.7pp | 70.2%+24.0pp |
| Annual return | 19.61% | 32.79%-13.2pp | 71.39%-51.8pp | 29.38%-9.8pp |
| Employer contribution / active EE | $3,167 | $3,065+3.4% | $4,735-33.1% | $2,177+45.5% |
| Participant deferral / active EE | $10,943 | $5,691+92.3% | $6,709+63.1% | $3,514+211.4% |
| Admin fee / account holder | $72 | $569-87.4% | $10,261-99.3% | $847-91.5% |