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 | $55,665 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $27,471 |
SQUAR MILNER LLP3 years Service code 10 · EIN 33-0835986 | Accounting | $9,425 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,858 | $69,159-20.7% | $125,175-56.2% | $67,579-18.8% |
| Participation rate | 94.9% | 78.2%+16.6pp | 79.8%+15.1pp | 71.3%+23.6pp |
| Annual return | 20.73% | 27.12%-6.4pp | 43.79%-23.1pp | 378.56%-357.8pp |
| Employer contribution / active EE | $541 | $2,023-73.3% | $3,865-86.0% | $2,148-74.8% |
| Participant deferral / active EE | $4,992 | $3,700+34.9% | $4,937+1.1% | $3,539+41.0% |
| Admin fee / account holder | $248 | $142+75.1% | $9,702-97.4% | $142+74.4% |