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 | $45,808 |
Filed as: HADDOX REID EUBANK BETTS, PLLC Service code 10 · EIN 64-0414329 | Accounting | $11,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,664 | $80,753-2.6% | $136,294-42.3% | $62,292+26.3% |
| Participation rate | 96.7% | 73.5%+23.1pp | 81.9%+14.8pp | 69.5%+27.2pp |
| Annual return | 18.39% | 35.83%-17.4pp | 5155.94%-5137.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $4,124 | $2,884+43.0% | $4,695-12.2% | $2,042+101.9% |
| Participant deferral / active EE | $8,106 | $5,164+57.0% | $6,247+29.8% | $3,169+155.8% |
| Admin fee / account holder | $208 | $525-60.3% | $9,243-97.7% | $479-56.5% |