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 | $305,179 |
CROWE LLP7 years Service code 16 · EIN 35-0921680 | Consulting | $12,760 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,471 | $70,115-65.1% | $70,515-65.3% | $80,160-69.5% |
| Participation rate | 86.6% | 71.7%+15.0pp | 68.3%+18.3pp | 72.9%+13.7pp |
| Annual return | 18.27% | 134.51%-116.2pp | 32.77%-14.5pp | 40.38%-22.1pp |
| Employer contribution / active EE | $2,456 | $3,021-18.7% | $2,973-17.4% | $2,978-17.5% |
| Participant deferral / active EE | $3,038 | $4,495-32.4% | $4,567-33.5% | $5,017-39.4% |
| Admin fee / account holder | $77 | $112-31.5% | $6,412-98.8% | $145-46.9% |