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 |
|---|---|---|
RAICH ENDE MALTER & CO. LLP1 year Filed as: RAICH ENDE MALTER & CO LLP Service code 10 · EIN 11-2336434 | Accounting | $27,000 |
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769 | Accounting | $22,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,291 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,763 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,926 | $82,202-24.7% | $125,339-50.6% | $64,808-4.4% |
| Participation rate | 95.6% | 77.9%+17.7pp | 82.4%+13.2pp | 71.5%+24.1pp |
| Annual return | -4.62% | 3.48%-8.1pp | 572.05%-576.7pp | 32.82%-37.4pp |
| Employer contribution / active EE | $3,521 | $3,615-2.6% | $4,814-26.9% | $2,506+40.5% |
| Participant deferral / active EE | $9,297 | $7,175+29.6% | $7,446+24.9% | $4,310+115.7% |
| Admin fee / account holder | $171 | $163+4.6% | $10,010-98.3% | $188-9.1% |