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 | $103,821 |
Filed as: STOUT, CAUSEY & HORN Service code 10 · EIN 52-1743645 | Accounting | $29,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,465 | $112,623+77.1% | $106,213+87.8% | $199,593-0.1% |
| Participation rate | 97.6% | 86.2%+11.4pp | 75.3%+22.3pp | 72.0%+25.6pp |
| Annual return | 16.43% | 15.57%+0.9pp | 116.14%-99.7pp | 34.25%-17.8pp |
| Employer contribution / active EE | $7,253 | $4,575+58.5% | $3,171+128.7% | $3,034+139.0% |
| Participant deferral / active EE | $14,414 | $6,659+116.4% | $5,016+187.4% | $5,087+183.4% |
| Admin fee / account holder | $81 | $107-24.5% | $11,033-99.3% | $269-70.0% |