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 3-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 27 · EIN 61-1758632 | Advisory (Plan) | $20,136 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,456 |
KIMBERLIN COMPANY, PLLC1 year Service code 10 · EIN 45-5497718 | Accounting | $10,567 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,333 | $79,171-36.4% | $102,423-50.9% | $74,495-32.4% |
| Participation rate | 84.7% | 74.8%+9.9pp | 76.5%+8.2pp | 67.2%+17.5pp |
| Annual return | 13.47% | 54.93%-41.5pp | 29.32%-15.8pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,390 | $2,362+1.2% | $3,023-20.9% | $2,623-8.9% |
| Participant deferral / active EE | $4,391 | $4,415-0.5% | $5,053-13.1% | $4,346+1.1% |
| Admin fee / account holder | $270 | $2,001-86.5% | $9,451-97.1% | $1,942-86.1% |