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: OSTROW Service code 10 · EIN 36-2938874 | Accounting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $250 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,466 | $105,181+178.1% | $159,436+83.4% | $85,850+240.7% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.8%+11.8pp | 69.3%+25.3pp |
| Annual return | 19.02% | 45.07%-26.1pp | 263.57%-244.5pp | 318.53%-299.5pp |
| Employer contribution / active EE | $3,775 | $3,318+13.8% | $4,829-21.8% | $2,565+47.2% |
| Participant deferral / active EE | $10,381 | $5,945+74.6% | $7,352+41.2% | $3,952+162.7% |
| Admin fee / account holder | $123 | $6,933-98.2% | $10,799-98.9% | $6,260-98.0% |