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 |
|---|---|---|
EISNERAMPER LLP2+ years Filed as: EISNER AMPER, LLP Service code 10 · EIN 13-1639826 | Accounting | $34,775 |
SABURN LAW GROUP LLC1 year Filed as: THE SABURN LAW GROUP Service code 29 · EIN 46-4563063 | Legal | $20,150 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,923 | $71,666-12.2% | $117,854-46.6% | $69,631-9.6% |
| Participation rate | 95.1% | 77.5%+17.6pp | 79.7%+15.4pp | 70.7%+24.4pp |
| Annual return | 18.85% | 18.86%0pp | 335.08%-316.2pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $1,747 | $1,889-7.5% | $3,786-53.8% | $2,032-14.0% |
| Participant deferral / active EE | $4,449 | $3,340+33.2% | $4,482-0.7% | $3,224+38.0% |
| Admin fee / account holder | $129 | $120+7.6% | $8,020-98.4% | $110+17.2% |