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 | $31,553 |
SOMERSET CPAS8+ years Filed as: SOMERSET CPAS, P.C. Service code 10 · EIN 20-1717681 3925 RIVER CROSSING PARKWAY STE 300 · INDIANAPOLIS, IN 46240 | Accounting | $12,830 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $6,365 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,724 | $46,292+141.3% | $143,757-22.3% | $64,808+72.4% |
| Participation rate | 75.6% | 64.2%+11.4pp | 80.3%-4.7pp | 71.5%+4.2pp |
| Annual return | -13.71% | -10.05%-3.7pp | -0.04%-13.7pp | 32.82%-46.5pp |
| Employer contribution / active EE | $3,178 | $1,910+66.4% | $4,951-35.8% | $2,506+26.8% |
| Participant deferral / active EE | $4,550 | $2,646+72.0% | $5,637-19.3% | $4,310+5.6% |
| Admin fee / account holder | $62 | $154-59.5% | $14,673-99.6% | $188-66.9% |