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: HELD KRANZLER MCCOSKER & PULICE Service code 10 · EIN 13-4008185 | Accounting | $17,500 |
PORTFOLIO EVALUATIONS, INC.7 years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 · EIN 22-3189064 | Consulting | $9,130 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,466 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,134 | $86,655+53.6% | $119,609+11.3% | $66,914+99.0% |
| Participation rate | 71.8% | 75.6%-3.8pp | 79.3%-7.5pp | 69.8%+2.0pp |
| Annual return | -15.34% | -8.00%-7.3pp | -14.97%-0.4pp | 1.58%-16.9pp |
| Employer contribution / active EE | $10,412 | $2,536+310.6% | $4,232+146.0% | $2,544+309.2% |
| Participant deferral / active EE | $2,700 | $4,358-38.1% | $5,602-51.8% | $4,237-36.3% |
| Admin fee / account holder | $120 | $755-84.1% | $10,323-98.8% | $593-79.8% |