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 10-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 | $89,635 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $10,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,641 | $56,503-56.4% | $70,092-64.8% | $64,808-62.0% |
| Participation rate | 73.5% | 70.5%+3.0pp | 70.5%+3.0pp | 71.5%+2.0pp |
| Annual return | 54.29% | -13.44%+67.7pp | 190.73%-136.4pp | 32.82%+21.5pp |
| Employer contribution / active EE | $7,581 | $2,046+270.5% | $2,559+196.3% | $2,506+202.5% |
| Participant deferral / active EE | $10,521 | $3,389+210.4% | $3,849+173.4% | $4,310+144.1% |
| Admin fee / account holder | $92 | $160-42.8% | $6,267-98.5% | $188-51.2% |