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 | $72,601 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45202 | Advisory (Plan) | $32,526 |
BERRY DUNN1 year Filed as: BERRYDUNN Service code 10 · EIN 01-0523282 211 CONGRESS STREET · PORTLAND, ME 04102 | Accounting | $25,499 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,407 | $89,465+24.5% | $164,866-32.4% | $77,671+43.4% |
| Participation rate | 97.0% | 78.6%+18.4pp | 78.6%+18.4pp | 70.6%+26.4pp |
| Annual return | 17.96% | 28.81%-10.9pp | 69.97%-52.0pp | 31.21%-13.3pp |
| Employer contribution / active EE | $7,918 | $2,568+208.4% | $4,343+82.3% | $2,726+190.4% |
| Participant deferral / active EE | $9,497 | $4,897+93.9% | $6,033+57.4% | $4,648+104.3% |
| Admin fee / account holder | $207 | $340-39.0% | $12,689-98.4% | $430-51.9% |