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 6-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 |
|---|---|---|
S&G1 year Filed as: S&G LLP Service code 10 · EIN 04-2701070 | Accounting | $11,100 |
Service code 15 · EIN 04-2547708 | Recordkeeping | $5,510 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 · EIN 04-2675571 | Advisory (Plan) | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,861 | $83,477+4.1% | $125,175-30.6% | $72,985+19.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.72% | 25.78%-5.1pp | 43.79%-23.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,639 | $2,345+12.5% | $3,865-31.7% | $2,440+8.2% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $202 | $5,517-96.3% | $9,702-97.9% | $5,124-96.1% |