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 37 · EIN 04-2647786 | Loan Processing | $23,090 |
REKDAL HOPKINS HOWARD PS1 year Filed as: REKDAL HOPKINS HOWARD Service code 10 · EIN 27-2881734 | Accounting | $12,550 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,329 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,372 | $54,701-11.6% | $86,188-43.9% | $71,457-32.3% |
| Participation rate | 86.2% | 60.1%+26.0pp | 69.0%+17.2pp | 67.9%+18.2pp |
| Annual return | 16.79% | 20.06%-3.3pp | 1168.45%-1151.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $576 | $1,265-54.4% | $2,380-75.8% | $2,588-77.7% |
| Participant deferral / active EE | $5,764 | $3,108+85.4% | $3,985+44.6% | $4,289+34.4% |
| Admin fee / account holder | $289 | $1,922-85.0% | $6,852-95.8% | $1,587-81.8% |