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 |
|---|---|---|
THOERNER & TOMA1 year Service code 10 · EIN 33-0337772 | Accounting | $15,375 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,156 |
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 | $162,568 | $76,670+112.0% | $96,683+68.1% | $71,457+127.5% |
| Participation rate | 72.1% | 66.6%+5.5pp | 74.3%-2.2pp | 67.9%+4.2pp |
| Annual return | 21.22% | 48.29%-27.1pp | 35.69%-14.5pp | 28.85%-7.6pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $9,310 | $3,771+146.9% | $4,878+90.8% | $4,289+117.1% |
| Admin fee / account holder | -$56 | $2,028-102.8% | $6,730-100.8% | $1,587-103.5% |