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 82 DEVON SHIRE STREET H11D · BOSTON, MA 021093614 | Loan Processing | $22,745 |
SOMERSET CPAS5+ years Filed as: SOMERSET CPAS, P.C. Service code 10 · EIN 20-1717681 3925 RIVER CROSSING PARKWAY STE 300 · INDIANAPOLIS, IN 46240 | Accounting | $12,468 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,414 | $62,928+78.6% | $172,739-34.9% | $67,579+66.3% |
| Participation rate | 79.9% | 64.5%+15.5pp | 82.6%-2.7pp | 71.3%+8.6pp |
| Annual return | 20.89% | 30.36%-9.5pp | 802.84%-781.9pp | 378.56%-357.7pp |
| Employer contribution / active EE | $2,745 | $1,636+67.8% | $5,143-46.6% | $2,148+27.8% |
| Participant deferral / active EE | $3,932 | $2,145+83.3% | $5,198-24.3% | $3,539+11.1% |
| Admin fee / account holder | $45 | $167-72.9% | $13,954-99.7% | $142-68.3% |