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 | Loan Processing | $89,581 |
STOKES FAMILY OFFICE LLC3 years Service code 27 · EIN 83-3656874 | Advisory (Plan) | $49,987 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,152 | $71,142-8.4% | $119,609-45.5% | $64,808+0.5% |
| Participation rate | 90.5% | 78.6%+11.9pp | 79.3%+11.2pp | 71.5%+19.0pp |
| Annual return | -15.23% | -10.01%-5.2pp | -14.97%-0.3pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,690 | $2,497-32.3% | $4,232-60.1% | $2,506-32.6% |
| Participant deferral / active EE | $4,680 | $4,490+4.2% | $5,602-16.5% | $4,310+8.6% |
| Admin fee / account holder | $158 | $162-2.6% | $10,323-98.5% | $188-15.9% |