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 | $40,832 |
LITMANGERSON ASSOCIATES, LLP8+ years Service code 10 · EIN 04-2694095 | Accounting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,655 | $56,638+137.7% | $169,368-20.5% | $74,419+80.9% |
| Participation rate | 93.7% | 67.5%+26.2pp | 77.1%+16.5pp | 70.7%+22.9pp |
| Annual return | 18.48% | 24.75%-6.3pp | 405.60%-387.1pp | 34.38%-15.9pp |
| Employer contribution / active EE | $2,669 | $2,027+31.7% | $4,013-33.5% | $2,637+1.2% |
| Participant deferral / active EE | $7,940 | $4,223+88.0% | $6,221+27.6% | $4,528+75.4% |
| Admin fee / account holder | $85 | $307-72.3% | $9,003-99.1% | $348-75.6% |