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 | $26,649 |
Service code 37 · EIN 04-2647786 | Loan Processing | $75 |
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 | $287,672 | $93,571+207.4% | $135,903+111.7% | $75,163+282.7% |
| Participation rate | 94.8% | 75.2%+19.6pp | 81.9%+12.9pp | 67.2%+27.6pp |
| Annual return | 24.28% | 30.90%-6.6pp | 68.23%-43.9pp | 160.62%-136.3pp |
| Employer contribution / active EE | $4,844 | $3,537+37.0% | $4,856-0.2% | $2,670+81.5% |
| Participant deferral / active EE | $14,712 | $6,404+129.7% | $7,758+89.6% | $4,125+256.6% |
| Admin fee / account holder | $262 | $6,975-96.2% | $10,762-97.6% | $5,651-95.4% |