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 KEMBLE8+ years Service code 10 · EIN 74-2584861 | Accounting | $13,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,302 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,109 | $69,848+89.1% | $115,756+14.1% | $66,914+97.4% |
| Participation rate | 97.7% | 70.6%+27.1pp | 77.1%+20.6pp | 69.8%+27.9pp |
| Annual return | -20.89% | 969.66%-990.5pp | 143.14%-164.0pp | 1.58%-22.5pp |
| Employer contribution / active EE | $3,144 | $2,613+20.4% | $3,793-17.1% | $2,544+23.6% |
| Participant deferral / active EE | $5,148 | $4,274+20.4% | $6,254-17.7% | $4,237+21.5% |
| Admin fee / account holder | $112 | $337-66.9% | $8,124-98.6% | $593-81.2% |