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 27 · EIN 36-4001764 | Advisory (Plan) | $19,553 |
BAKER NEWMAN NOYES2 years Service code 10 · EIN 01-0494526 | Accounting | $11,425 |
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 | $246,192 | $104,475+135.6% | $159,436+54.4% | $79,386+210.1% |
| Participation rate | 97.4% | 76.6%+20.8pp | 82.8%+14.6pp | 70.7%+26.7pp |
| Annual return | 15.79% | 67.95%-52.2pp | 263.57%-247.8pp | 116.85%-101.1pp |
| Employer contribution / active EE | $4,411 | $3,417+29.1% | $4,829-8.7% | $2,427+81.7% |
| Participant deferral / active EE | $9,615 | $6,467+48.7% | $7,352+30.8% | $4,046+137.7% |
| Admin fee / account holder | $36 | $711-94.9% | $10,799-99.7% | $626-94.2% |