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 KEMBLE5+ years Service code 10 · EIN 74-2584861 | Accounting | $10,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,200 |
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 | $137,720 | $64,919+112.1% | $392,568-64.9% | $65,185+111.3% |
| Participation rate | 94.1% | 72.0%+22.1pp | 78.1%+16.1pp | 70.2%+23.9pp |
| Annual return | 22.71% | 26.09%-3.4pp | 24.42%-1.7pp | 29.38%-6.7pp |
| Employer contribution / active EE | $4,756 | $2,374+100.3% | $3,783+25.7% | $2,177+118.5% |
| Participant deferral / active EE | $5,174 | $3,668+41.0% | $5,985-13.6% | $3,514+47.2% |
| Admin fee / account holder | $89 | $634-86.0% | $6,260-98.6% | $847-89.5% |