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 |
|---|---|---|
BAKER NEWMAN NOYES1 year Service code 10 · EIN 01-0494526 | Accounting | $11,200 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $4,781 |
Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,574 | $99,957+109.7% | $149,696+40.0% | $73,488+185.2% |
| Participation rate | 95.4% | 75.7%+19.7pp | 82.5%+12.9pp | 70.7%+24.7pp |
| Annual return | 15.72% | 53.87%-38.1pp | 276.60%-260.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $5,235 | $3,191+64.1% | $4,644+12.7% | $2,270+130.6% |
| Participant deferral / active EE | $11,741 | $6,073+93.4% | $6,842+71.6% | $3,740+214.0% |
| Admin fee / account holder | $7 | $551-98.7% | $9,309-99.9% | $513-98.6% |