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 | $300,618 |
JENNER & BLOCK LLP3 years Filed as: JENNER AND BLOCK LLC Service code 29 · EIN 36-2192554 | Legal | $143,255 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $20,000 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN Service code 16 · EIN 38-1357951 | Consulting | $7,642 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,391 | $128,899+44.6% | $113,168+64.7% | $102,872+81.2% |
| Participation rate | 75.3% | 87.0%-11.7pp | 76.6%-1.3pp | 73.0%+2.3pp |
| Annual return | 21.14% | 15.88%+5.3pp | 24.27%-3.1pp | 19.06%+2.1pp |
| Employer contribution / active EE | $3,254 | $3,713-12.4% | $2,975+9.4% | $3,526-7.7% |
| Participant deferral / active EE | $5,804 | $6,787-14.5% | $5,107+13.6% | $5,535+4.9% |
| Admin fee / account holder | $84 | $129-35.2% | $12,068-99.3% | $292-71.3% |