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 | $31,148 |
Filed as: CBIZ MHM, LLC Service code 10 · EIN 34-1846498 | Accounting | $11,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,262 | $81,474-15.0% | $133,956-48.3% | $73,488-5.8% |
| Participation rate | 95.0% | 76.4%+18.6pp | 79.8%+15.2pp | 70.7%+24.3pp |
| Annual return | 17.75% | 19.40%-1.7pp | 45.09%-27.3pp | 28.51%-10.8pp |
| Employer contribution / active EE | $2,515 | $2,209+13.9% | $3,919-35.8% | $2,270+10.8% |
| Participant deferral / active EE | $6,561 | $3,786+73.3% | $5,048+30.0% | $3,740+75.4% |
| Admin fee / account holder | $127 | $713-82.1% | $8,927-98.6% | $513-75.2% |