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 | $33,074 |
Filed as: CBIZ MHM, LLC Service code 10 · EIN 34-1846498 | Accounting | $21,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,904 | $82,978-1.3% | $129,995-37.0% | $71,457+14.6% |
| Participation rate | 98.3% | 74.1%+24.2pp | 78.5%+19.8pp | 67.9%+30.4pp |
| Annual return | 19.02% | 20.60%-1.6pp | -137.18%+156.2pp | 28.85%-9.8pp |
| Employer contribution / active EE | $4,911 | $2,622+87.3% | $4,320+13.7% | $2,588+89.8% |
| Participant deferral / active EE | $11,211 | $4,432+153.0% | $5,820+92.6% | $4,289+161.4% |
| Admin fee / account holder | $161 | $1,729-90.7% | $10,614-98.5% | $1,587-89.9% |