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 | $53,149 |
WEALTHSPIRE TOPCO, LP1 year Service code 16 · EIN 39-4551635 | Consulting | $50,000 |
SMITH & HOWARD, PC3 years Filed as: SMITH AND HOWARD Service code 10 · EIN 58-1250486 | Accounting | $16,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,839 | $108,549-16.3% | $156,263-41.9% | $85,563+6.2% |
| Participation rate | 94.3% | 77.1%+17.2pp | 78.9%+15.4pp | 66.0%+28.3pp |
| Annual return | 16.39% | 21.79%-5.4pp | 59.47%-43.1pp | 31.51%-15.1pp |
| Employer contribution / active EE | $3,156 | $2,690+17.3% | $4,333-27.2% | $2,654+18.9% |
| Participant deferral / active EE | $8,447 | $4,800+76.0% | $6,158+37.2% | $4,375+93.1% |
| Admin fee / account holder | $186 | $650-71.4% | $14,255-98.7% | $834-77.7% |