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 | $134,032 |
RVK, INC.3 years Filed as: R.V. KUHNS & ASSOCIATES Service code 16 · EIN 93-0910652 | Consulting | $54,260 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $45,465 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,968 | $144,996-47.6% | $111,297-31.7% | $93,030-18.3% |
| Participation rate | 89.9% | 86.2%+3.8pp | 77.3%+12.6pp | 73.9%+16.0pp |
| Annual return | 22.21% | 18.26%+4.0pp | 54.65%-32.4pp | 158.70%-136.5pp |
| Employer contribution / active EE | $1,805 | $3,056-40.9% | $2,731-33.9% | $2,706-33.3% |
| Participant deferral / active EE | $4,875 | $5,587-12.7% | $4,487+8.6% | $4,562+6.9% |
| Admin fee / account holder | $178 | $103+72.5% | $7,964-97.8% | $152+17.7% |