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 |
|---|---|---|
CHESTER M. KEARNEY2 years Filed as: CHESTER M KEARNEY Service code 10 · EIN 01-0411241 | Accounting | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,027 | $72,607+18.5% | $90,749-5.2% | $66,914+28.6% |
| Participation rate | 97.7% | 73.7%+24.1pp | 75.7%+22.0pp | 69.8%+27.9pp |
| Annual return | -15.92% | -12.28%-3.6pp | -12.16%-3.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,672 | $2,369+55.0% | $2,921+25.7% | $2,544+44.3% |
| Participant deferral / active EE | $5,791 | $3,977+45.6% | $4,564+26.9% | $4,237+36.7% |
| Admin fee / account holder | $4 | $707-99.4% | $8,445-99.9% | $593-99.3% |