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 | $241,315 |
CERITY PARTNERS2 years Service code 16 · EIN 35-2467663 | Consulting | $44,000 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $14,000 |
Annual investment return 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 | $131,881 | $82,202+60.4% | $125,339+5.2% | $64,808+103.5% |
| Participation rate | 98.8% | 77.9%+21.0pp | 82.4%+16.5pp | 71.5%+27.4pp |
| Annual return | -17.61% | 3.48%-21.1pp | 572.05%-589.7pp | 32.82%-50.4pp |
| Employer contribution / active EE | $6,980 | $3,615+93.1% | $4,814+45.0% | $2,506+178.6% |
| Participant deferral / active EE | $10,586 | $7,175+47.5% | $7,446+42.2% | $4,310+145.6% |
| Admin fee / account holder | $216 | $163+32.6% | $10,010-97.8% | $188+15.3% |