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 | $53,100 |
GREGORY J SCHWARTZ & COMPANY INC2+ years Filed as: GREGORY J SCHWARTZ & CO INC Service code 27 · EIN 38-2117812 | Advisory (Plan) | $40,847 |
YEO & YEO PC1 year Service code 10 · EIN 38-2706146 | Accounting | $20,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,528 | $72,254-41.1% | $86,677-50.9% | $64,808-34.4% |
| Participation rate | 88.0% | 80.4%+7.6pp | 76.6%+11.4pp | 71.5%+16.5pp |
| Annual return | -16.99% | 392.42%-409.4pp | 35.91%-52.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,773 | $2,393-25.9% | $2,836-37.5% | $2,506-29.3% |
| Participant deferral / active EE | $3,206 | $4,658-31.2% | $4,656-31.1% | $4,310-25.6% |
| Admin fee / account holder | $241 | $174+38.4% | $7,493-96.8% | $188+28.1% |