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 4-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 | $55,947 |
GREGORY J SCHWARTZ & COMPANY INC1+ years Filed as: GREGORY J SCHWARTZ & CO INC Service code 27 · EIN 38-2117812 | Advisory (Plan) | $34,623 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,910 | $185,342-75.8% | $111,297-59.6% | $86,799-48.3% |
| Participation rate | 76.7% | 81.0%-4.3pp | 77.3%-0.6pp | 72.3%+4.4pp |
| Annual return | 15.02% | 500.80%-485.8pp | 54.65%-39.6pp | 97.91%-82.9pp |
| Employer contribution / active EE | $1,287 | $2,246-42.7% | $2,731-52.9% | $2,405-46.5% |
| Participant deferral / active EE | $2,474 | $4,458-44.5% | $4,487-44.9% | $4,131-40.1% |
| Admin fee / account holder | $155 | $255-39.4% | $7,964-98.1% | $170-8.7% |