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 | $15,323 |
LTSP, INC.2 years 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 | $276,857 | $59,186+367.8% | $76,768+260.6% | $56,287+391.9% |
| Participation rate | 97.8% | 75.2%+22.6pp | 77.0%+20.9pp | 69.9%+28.0pp |
| Annual return | -4.62% | 6.62%-11.2pp | 2.43%-7.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $10,693 | $1,759+508.1% | $2,485+330.3% | $2,111+406.5% |
| Participant deferral / active EE | $8,213 | $3,255+152.3% | $3,852+113.2% | $3,350+145.2% |
| Admin fee / account holder | $81 | $489-83.5% | $6,675-98.8% | $521-84.5% |