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 |
|---|---|---|
FISHER HERBST KEMBLE3+ years Service code 10 · EIN 74-2584861 | Accounting | $9,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,250 |
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 | $111,874 | $64,954+72.2% | $115,752-3.3% | $62,292+79.6% |
| Participation rate | 92.8% | 73.0%+19.8pp | 77.8%+15.0pp | 69.5%+23.3pp |
| Annual return | 19.57% | 24.87%-5.3pp | 19.41%+0.2pp | 28.90%-9.3pp |
| Employer contribution / active EE | $3,917 | $2,344+67.1% | $3,492+12.2% | $2,042+91.8% |
| Participant deferral / active EE | $3,758 | $3,665+2.5% | $5,204-27.8% | $3,169+18.6% |
| Admin fee / account holder | $82 | $414-80.1% | $6,278-98.7% | $479-82.9% |