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 | $59,702 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $28,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,172 | $51,288-47.0% | $81,983-66.9% | $73,409-63.0% |
| Participation rate | 84.2% | 64.0%+20.2pp | 69.2%+14.9pp | 72.2%+12.0pp |
| Annual return | 12.08% | 29.48%-17.4pp | 41.31%-29.2pp | 59.29%-47.2pp |
| Employer contribution / active EE | $833 | $1,487-44.0% | $2,498-66.7% | $2,234-62.7% |
| Participant deferral / active EE | $3,115 | $2,715+14.7% | $3,722-16.3% | $3,805-18.1% |
| Admin fee / account holder | $77 | $125-38.8% | $5,664-98.6% | $158-51.4% |