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 | $79,525 |
FORVIS MAZARS, LLP5 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $23,920 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,639 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,167 | $91,372+19.5% | $129,995-16.0% | $74,419+46.7% |
| Participation rate | 99.2% | 77.8%+21.4pp | 78.5%+20.7pp | 70.7%+28.5pp |
| Annual return | 17.89% | 23.21%-5.3pp | -137.18%+155.1pp | 34.38%-16.5pp |
| Employer contribution / active EE | $6,715 | $2,563+162.0% | $4,320+55.5% | $2,637+154.6% |
| Participant deferral / active EE | $9,997 | $4,721+111.8% | $5,820+71.8% | $4,528+120.8% |
| Admin fee / account holder | $160 | $283-43.5% | $10,614-98.5% | $348-53.9% |