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 | $68,747 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $51,083 |
FORVIS MAZARS, LLP4+ years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $20,000 |
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 | $74,593 | $69,231+7.7% | $91,989-18.9% | $67,579+10.4% |
| Participation rate | 78.0% | 78.9%-0.9pp | 78.6%-0.6pp | 71.3%+6.7pp |
| Annual return | 22.26% | 32.03%-9.8pp | 69.02%-46.8pp | 378.56%-356.3pp |
| Employer contribution / active EE | $1,573 | $2,284-31.1% | $3,452-54.4% | $2,148-26.8% |
| Participant deferral / active EE | $7,404 | $5,854+26.5% | $5,923+25.0% | $3,539+109.2% |
| Admin fee / account holder | $243 | $107+125.9% | $7,743-96.9% | $142+70.5% |