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 | $42,954 |
GREGORY J SCHWARTZ & COMPANY INC3+ years Filed as: GREGORY J SCHWARTZ & CO INC Service code 27 · EIN 38-2117812 | Advisory (Plan) | $36,746 |
YEO & YEO PC2 years Service code 10 · EIN 38-2706146 | Accounting | $19,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,073 | $99,078-55.5% | $96,544-54.3% | $74,419-40.8% |
| Participation rate | 79.5% | 80.7%-1.2pp | 76.0%+3.5pp | 70.7%+8.8pp |
| Annual return | 18.59% | 22.48%-3.9pp | 25.84%-7.3pp | 34.38%-15.8pp |
| Employer contribution / active EE | $2,028 | $2,570-21.1% | $2,965-31.6% | $2,637-23.1% |
| Participant deferral / active EE | $3,494 | $4,933-29.2% | $4,851-28.0% | $4,528-22.8% |
| Admin fee / account holder | $244 | $225+8.8% | $8,252-97.0% | $348-29.8% |