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 | $10,999 |
Filed as: SERVATIUS, OBRIEN & FONG Service code 10 · EIN 45-5514068 | Accounting | $8,000 |
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 | $81,027 | $59,839+35.4% | $81,983-1.2% | $79,858+1.5% |
| Participation rate | 79.4% | 61.6%+17.8pp | 69.2%+10.1pp | 69.6%+9.7pp |
| Annual return | 14.05% | 17.56%-3.5pp | 41.31%-27.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $859 | $1,713-49.8% | $2,498-65.6% | $2,471-65.2% |
| Participant deferral / active EE | $5,653 | $2,695+109.7% | $3,722+51.9% | $3,740+51.2% |
| Admin fee / account holder | $141 | $4,287-96.7% | $5,664-97.5% | $5,306-97.3% |