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 8-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 |
|---|---|---|
KATZ, SAPPER & MILLER1 year Service code 10 · EIN 35-1090346 | Accounting | $27,448 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,044 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,187 | $72,607+46.2% | $90,749+17.0% | $66,914+58.7% |
| Participation rate | 95.2% | 73.7%+21.6pp | 75.7%+19.5pp | 69.8%+25.4pp |
| Annual return | -18.54% | -12.28%-6.3pp | -12.16%-6.4pp | 1.58%-20.1pp |
| Employer contribution / active EE | $6,104 | $2,369+157.7% | $2,921+109.0% | $2,544+139.9% |
| Participant deferral / active EE | $9,593 | $3,977+141.2% | $4,564+110.2% | $4,237+126.4% |
| Admin fee / account holder | $94 | $707-86.7% | $8,445-98.9% | $593-84.1% |