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 |
|---|---|---|
Filed as: BRADY WARE & SCHOENFELD, INC. Service code 10 · EIN 35-1476702 | Accounting | $11,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,492 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,663 | $73,360+29.0% | $177,989-46.8% | $74,495+27.1% |
| Participation rate | 84.7% | 66.6%+18.1pp | 77.1%+7.7pp | 67.2%+17.5pp |
| Annual return | 16.37% | 17.49%-1.1pp | 294.48%-278.1pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $1,272 | $2,216-42.6% | $3,949-67.8% | $2,623-51.5% |
| Participant deferral / active EE | $4,546 | $4,513+0.7% | $6,276-27.6% | $4,346+4.6% |
| Admin fee / account holder | $116 | $1,808-93.6% | $10,363-98.9% | $1,942-94.0% |