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 | $11,167 |
NAWROCKI SMITH LLP5 years Service code 49 · EIN 74-3216978 | Other Services | $9,500 |
UNITED BENEFIT PENSIONS INC.4 years Service code 49 · EIN 36-4517541 | Other Services | $7,978 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,588 | $80,724-63.3% | $103,333-71.4% | $74,495-60.3% |
| Participation rate | 87.8% | 65.7%+22.1pp | 74.5%+13.3pp | 67.2%+20.6pp |
| Annual return | 15.00% | 27.56%-12.6pp | 24.88%-9.9pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $2,356 | $3,157-25.4% | $3,868-39.1% | $2,623-10.2% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $236 | $2,368-90.0% | $8,355-97.2% | $1,942-87.9% |