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 | $30,992 |
TALBOT, KORVOLA & WARWICK, LLP1 year Service code 10 · EIN 93-0954337 | Accounting | $20,697 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $12,498 |
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 | $75,434 | $66,302+13.8% | $110,238-31.6% | $56,287+34.0% |
| Participation rate | 85.5% | 74.9%+10.5pp | 79.8%+5.6pp | 69.9%+15.6pp |
| Annual return | -4.30% | -1.18%-3.1pp | 314.74%-319.0pp | -9.96%+5.7pp |
| Employer contribution / active EE | $590 | $2,047-71.2% | $3,826-84.6% | $2,111-72.1% |
| Participant deferral / active EE | $4,453 | $3,381+31.7% | $4,672-4.7% | $3,350+32.9% |
| Admin fee / account holder | $273 | $698-60.9% | $8,547-96.8% | $521-47.6% |