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 | $27,584 |
WOODBURY FINANCIAL SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 · EIN 41-0944586 | Other Commissions | $20,705 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $13,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,465 | $56,485-53.1% | $185,823-85.8% | $86,799-69.5% |
| Participation rate | 94.3% | 65.5%+28.8pp | 81.7%+12.6pp | 72.3%+22.0pp |
| Annual return | 12.68% | 118.04%-105.4pp | 122.05%-109.4pp | 97.91%-85.2pp |
| Employer contribution / active EE | $1,506 | $1,843-18.3% | $5,167-70.9% | $2,405-37.4% |
| Participant deferral / active EE | $1,550 | $2,553-39.3% | $5,568-72.2% | $4,131-62.5% |
| Admin fee / account holder | $67 | $150-55.0% | $16,237-99.6% | $170-60.3% |