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 |
|---|---|---|
SENSIBA SAN FILIPPO LLP1 year Service code 10 · EIN 94-2370906 | Accounting | $12,167 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,506 |
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 | $128,775 | $51,244+151.3% | $80,975+59.0% | $55,167+133.4% |
| Participation rate | 98.4% | 71.7%+26.8pp | 75.8%+22.6pp | 69.0%+29.4pp |
| Annual return | 6.51% | 17.39%-10.9pp | 17.10%-10.6pp | 169.23%-162.7pp |
| Employer contribution / active EE | $5,138 | $1,770+190.3% | $3,714+38.3% | $1,963+161.8% |
| Participant deferral / active EE | $12,080 | $4,418+173.5% | $5,696+112.1% | $3,054+295.5% |
| Admin fee / account holder | $92 | $398-76.8% | $5,516-98.3% | $504-81.7% |