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 |
|---|---|---|
CORNICK, GARBER & SANDLER2 years Filed as: CORNICK, GARBER AND SANDLER, LLC Service code 10 · EIN 13-2620561 | Accounting | $24,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,882 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,846 | $73,360+4.8% | $177,989-56.8% | $74,495+3.2% |
| Participation rate | 87.4% | 66.6%+20.8pp | 77.1%+10.3pp | 67.2%+20.2pp |
| Annual return | 28.89% | 17.49%+11.4pp | 294.48%-265.6pp | 1364.94%-1336.1pp |
| Employer contribution / active EE | $2,099 | $2,216-5.3% | $3,949-46.8% | $2,623-20.0% |
| Participant deferral / active EE | $9,333 | $4,513+106.8% | $6,276+48.7% | $4,346+114.8% |
| Admin fee / account holder | $171 | $1,808-90.5% | $10,363-98.3% | $1,942-91.2% |