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 | $48,020 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $6,773 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,407 | $81,908-50.7% | $90,749-55.5% | $64,808-37.7% |
| Participation rate | 98.6% | 80.5%+18.1pp | 75.7%+22.9pp | 71.5%+27.1pp |
| Annual return | -15.65% | -12.53%-3.1pp | -12.16%-3.5pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,817 | $3,065-40.7% | $2,921-37.8% | $2,506-27.5% |
| Participant deferral / active EE | $3,717 | $4,840-23.2% | $4,564-18.6% | $4,310-13.8% |
| Admin fee / account holder | $107 | $157-32.2% | $8,445-98.7% | $188-43.2% |