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 |
|---|---|---|
BREDHOFF & KAISER10+ years Service code 29 · EIN 52-0969534 | Legal | $0 |
PROSKAUER ROSE LLP10+ years Filed as: PROSKAUER ROSE Service code 29 · EIN 13-1840454 | Legal | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $389,435 | $65,241+496.9% | $126,539+207.8% | $85,563+355.1% |
| Participation rate | 100.0% | 48.6%+51.4pp | 69.8%+30.2pp | 66.0%+34.0pp |
| Annual return | 12.14% | 42.19%-30.1pp | 425.95%-413.8pp | 31.51%-19.4pp |
| Employer contribution / active EE | $0 | $1,937-100.0% | $3,674-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $27,425 | $3,032+804.6% | $4,083+571.8% | $4,375+526.8% |
| Admin fee / account holder | $60 | $1,031-94.2% | $6,065-99.0% | $834-92.8% |