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 27 · EIN 43-1451524 | Advisory (Plan) | $68,915 |
CROWE LLP1 year Filed as: CROWE Service code 10 · EIN 35-0921680 | Accounting | $52,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,191 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,973 | $129,021+11.6% | $184,203-21.8% | $77,643+85.4% |
| Participation rate | 97.1% | 87.3%+9.8pp | 86.8%+10.3pp | 70.6%+26.6pp |
| Annual return | 14.85% | 33.27%-18.4pp | 28.81%-14.0pp | 31.24%-16.4pp |
| Employer contribution / active EE | $5,205 | $4,413+18.0% | $6,427-19.0% | $2,726+91.0% |
| Participant deferral / active EE | $11,516 | $7,297+57.8% | $9,131+26.1% | $4,647+147.8% |
| Admin fee / account holder | $182 | $254-28.2% | $13,901-98.7% | $430-57.6% |