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 | $22,557 |
COHNREZNICK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $14,790 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $1,729 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,951 | $56,485+22.1% | $185,823-62.9% | $86,799-20.6% |
| Participation rate | 71.1% | 65.5%+5.6pp | 81.7%-10.6pp | 72.3%-1.2pp |
| Annual return | 13.98% | 118.04%-104.1pp | 122.05%-108.1pp | 97.91%-83.9pp |
| Employer contribution / active EE | $1,029 | $1,843-44.2% | $5,167-80.1% | $2,405-57.2% |
| Participant deferral / active EE | $3,618 | $2,553+41.7% | $5,568-35.0% | $4,131-12.4% |
| Admin fee / account holder | $55 | $150-63.2% | $16,237-99.7% | $170-67.5% |