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 9-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 | $64,796 |
BENNETT THRASHER LLP1 year Filed as: BENNETT TRASHER LLP Service code 10 · EIN 58-1673613 | Accounting | $15,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,450 | $91,407-30.6% | $135,903-53.3% | $71,457-11.2% |
| Participation rate | 87.6% | 75.7%+11.9pp | 81.9%+5.6pp | 67.9%+19.6pp |
| Annual return | 20.44% | 29.90%-9.5pp | 68.23%-47.8pp | 28.85%-8.4pp |
| Employer contribution / active EE | $2,570 | $3,703-30.6% | $4,856-47.1% | $2,588-0.7% |
| Participant deferral / active EE | $10,517 | $7,092+48.3% | $7,758+35.6% | $4,289+145.2% |
| Admin fee / account holder | $212 | $1,266-83.3% | $10,762-98.0% | $1,587-86.7% |