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 | $67,774 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $51,714 |
FORVIS MAZARS, LLP3+ years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $18,000 |
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 | $59,818 | $62,543-4.4% | $83,333-28.2% | $55,725+7.3% |
| Participation rate | 77.7% | 78.4%-0.7pp | 77.8%0pp | 70.9%+6.9pp |
| Annual return | -5.45% | 14.85%-20.3pp | 10.63%-16.1pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,453 | $2,427-40.1% | $3,379-57.0% | $2,078-30.1% |
| Participant deferral / active EE | $6,791 | $5,682+19.5% | $5,565+22.0% | $3,356+102.4% |
| Admin fee / account holder | $228 | $103+120.7% | $7,510-97.0% | $115+97.6% |