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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 10 · EIN 37-6572947 | Accounting | $40,641 |
FORVIS MAZARS, LLP5 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,405 |
Service code 16 · EIN 04-2530412 | Consulting | $2,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,214 | $58,347+152.3% | $85,682+71.8% | $86,799+69.6% |
| Participation rate | 93.0% | 64.9%+28.1pp | 69.9%+23.1pp | 72.3%+20.7pp |
| Annual return | 13.20% | 18.43%-5.2pp | 21.49%-8.3pp | 97.91%-84.7pp |
| Employer contribution / active EE | $6,996 | $1,751+299.6% | $2,618+167.2% | $2,405+190.8% |
| Participant deferral / active EE | $8,439 | $3,065+175.3% | $3,923+115.1% | $4,131+104.3% |
| Admin fee / account holder | $0 | $147-100.0% | $6,873-100.0% | $170-100.0% |