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 | $41,507 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $21,525 |
AB FUNDS4 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 · EIN 13-4064930 | Advisory (Plan) | $8,280 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,956 | $102,317+43.6% | $146,9580% | $80,856+81.7% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.2%+10.0pp | 67.6%+24.5pp |
| Annual return | 14.54% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $18,103 | $6,644+172.5% | $8,070+124.3% | $4,296+321.4% |
| Admin fee / account holder | $243 | $7,941-96.9% | $12,998-98.1% | $6,918-96.5% |