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 | $34,206 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $27,321 |
FORVIS, LLP4 years Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $20,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,253 | $45,343+19.7% | $150,298-63.9% | $67,986-20.2% |
| Participation rate | 91.1% | 51.9%+39.3pp | 77.8%+13.4pp | 57.2%+33.9pp |
| Annual return | 20.86% | 33.28%-12.4pp | 62.79%-41.9pp | 31.67%-10.8pp |
| Employer contribution / active EE | $3,292 | $1,462+125.2% | $4,154-20.8% | $2,019+63.1% |
| Participant deferral / active EE | $5,742 | $2,055+179.5% | $5,453+5.3% | $3,358+71.0% |
| Admin fee / account holder | $275 | $2,250-87.8% | $14,116-98.1% | $3,203-91.4% |