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 | $93,894 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $23,750 |
FORVIS MAZARS, LLP3 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $19,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,478 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,132 | $86,225+45.1% | $146,665-14.7% | $86,799+44.2% |
| Participation rate | 99.1% | 78.0%+21.1pp | 80.1%+19.0pp | 72.3%+26.8pp |
| Annual return | 13.73% | 31.23%-17.5pp | 22.74%-9.0pp | 97.91%-84.2pp |
| Employer contribution / active EE | $5,964 | $2,392+149.3% | $4,136+44.2% | $2,405+148.0% |
| Participant deferral / active EE | $10,177 | $4,245+139.7% | $5,506+84.8% | $4,131+146.4% |
| Admin fee / account holder | $280 | $195+43.2% | $10,280-97.3% | $170+65.0% |