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 5-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 | $60,957 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $6,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,784 | $92,971-59.4% | $96,683-60.9% | $74,419-49.2% |
| Participation rate | 98.6% | 71.5%+27.1pp | 74.3%+24.3pp | 70.7%+27.9pp |
| Annual return | 17.03% | 37.49%-20.5pp | 35.69%-18.7pp | 34.38%-17.4pp |
| Employer contribution / active EE | $2,907 | $3,426-15.2% | $3,737-22.2% | $2,637+10.2% |
| Participant deferral / active EE | $5,925 | $3,970+49.2% | $4,878+21.5% | $4,528+30.9% |
| Admin fee / account holder | $107 | $633-83.1% | $6,730-98.4% | $348-69.2% |