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 | $30,971 |
NEUBERGER BERMAN1 year Service code 27 · EIN 27-2510082 | Advisory (Plan) | $7,447 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,999 | $89,355+163.0% | $141,162+66.5% | $72,985+222.0% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 8.26% | 111.85%-103.6pp | 71.39%-63.1pp | 81.00%-72.7pp |
| Employer contribution / active EE | $13,202 | $3,114+323.9% | $4,735+178.8% | $2,440+441.1% |
| Participant deferral / active EE | $12,933 | $5,418+138.7% | $6,709+92.8% | $3,607+258.5% |
| Admin fee / account holder | $225 | $5,958-96.2% | $10,261-97.8% | $5,124-95.6% |