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 9-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 | $20,516 |
BORIS BENIC AND ASSOCIATES LLP2+ years Service code 10 · EIN 54-2190047 | Accounting | $13,264 |
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 | $19,257 | $30,599-37.1% | $74,583-74.2% | $57,658-66.6% |
| Participation rate | 75.2% | 49.1%+26.0pp | 68.1%+7.1pp | 70.2%+4.9pp |
| Annual return | 7.08% | 14.24%-7.2pp | 20.47%-13.4pp | 5.13%+1.9pp |
| Employer contribution / active EE | $360 | $1,000-64.0% | $2,525-85.7% | $1,974-81.8% |
| Participant deferral / active EE | $2,327 | $1,805+28.9% | $3,458-32.7% | $3,061-24.0% |
| Admin fee / account holder | $128 | $98+30.1% | $4,138-96.9% | $95+34.9% |