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 | $14,784 |
LTSP, INC.1 year Service code 10 · EIN 95-3864890 | Accounting | $7,500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $295,080 | $64,909+354.6% | $82,313+258.5% | $62,292+373.7% |
| Participation rate | 97.9% | 74.9%+23.0pp | 76.9%+21.0pp | 69.5%+28.4pp |
| Annual return | 16.82% | 21.18%-4.4pp | 25.88%-9.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $10,460 | $1,676+524.1% | $2,428+330.8% | $2,042+412.2% |
| Participant deferral / active EE | $7,890 | $3,103+154.3% | $3,706+112.9% | $3,169+149.0% |
| Admin fee / account holder | $81 | $440-81.6% | $5,608-98.6% | $479-83.1% |