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 | $20,327 |
BORIS BENIC AND ASSOCIATES LLP3+ years Service code 10 · EIN 54-2190047 | Accounting | $8,036 |
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 | $23,639 | $31,424-24.8% | $81,478-71.0% | $69,631-66.1% |
| Participation rate | 77.4% | 50.8%+26.5pp | 68.0%+9.4pp | 70.7%+6.7pp |
| Annual return | 19.40% | 22.44%-3.0pp | 38.78%-19.4pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $408 | $1,029-60.4% | $2,568-84.1% | $2,032-79.9% |
| Participant deferral / active EE | $2,524 | $1,838+37.3% | $3,537-28.6% | $3,224-21.7% |
| Admin fee / account holder | $99 | $103-3.0% | $4,561-97.8% | $110-9.9% |