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 |
|---|---|---|
BLATT & DAUMAN LLP1 year Service code 10 · EIN 11-2778625 | Accounting | $9,450 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$70,032 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,043 | $82,202-44.0% | $125,339-63.3% | $64,808-29.0% |
| Participation rate | 96.7% | 77.9%+18.8pp | 82.4%+14.3pp | 71.5%+25.2pp |
| Annual return | -13.44% | 3.48%-16.9pp | 572.05%-585.5pp | 32.82%-46.3pp |
| Employer contribution / active EE | $2,058 | $3,615-43.1% | $4,814-57.2% | $2,506-17.9% |
| Participant deferral / active EE | $7,884 | $7,175+9.9% | $7,446+5.9% | $4,310+82.9% |
| Admin fee / account holder | -$42 | $163-126.0% | $10,010-100.4% | $188-122.6% |