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 |
|---|---|---|
Filed as: GREENBERG, ROSENBLATT, KULL & BITS Service code 10 · EIN 04-2687094 | Accounting | $19,680 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,221 |
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 | $63,367 | $88,515-28.4% | $162,163-60.9% | $67,579-6.2% |
| Participation rate | 74.6% | 86.8%-12.2pp | 87.6%-13.0pp | 71.3%+3.3pp |
| Annual return | 25.09% | 27.04%-2.0pp | 115.59%-90.5pp | 378.56%-353.5pp |
| Employer contribution / active EE | $1,635 | $3,563-54.1% | $5,614-70.9% | $2,148-23.9% |
| Participant deferral / active EE | $4,516 | $5,724-21.1% | $7,298-38.1% | $3,539+27.6% |
| Admin fee / account holder | $136 | $124+10.0% | $10,843-98.7% | $142-4.4% |