Filed January 26, 2022
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 | $32,099 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 27 · EIN 45-5291215 | Advisory (Plan) | $12,675 |
SOMERSET CPAS8+ years Service code 10 · EIN 20-1717681 | Accounting | $11,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,320 | $84,487+32.9% | $125,339-10.4% | $66,914+67.9% |
| Participation rate | 97.8% | 76.4%+21.4pp | 82.4%+15.4pp | 69.8%+28.0pp |
| Annual return | -17.78% | -8.39%-9.4pp | 572.05%-589.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $2,268 | $3,553-36.2% | $4,814-52.9% | $2,544-10.8% |
| Participant deferral / active EE | $7,808 | $6,781+15.1% | $7,446+4.9% | $4,237+84.3% |
| Admin fee / account holder | $289 | $685-57.8% | $10,010-97.1% | $593-51.3% |