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 |
|---|---|---|
HOWITT & ASSOCIATES3+ years Service code 34 · EIN 01-5365671 | Valuation (appraisals, etc.) | $18,940 |
SES ADVISORS, INC.3+ years Service code 64 · EIN 04-3760707 | Recordkeeping Fees | $8,704 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,543 | $71,192-68.3% | $117,854-80.9% | $62,292-63.8% |
| Participation rate | 98.8% | 74.2%+24.6pp | 79.7%+19.2pp | 69.5%+29.3pp |
| Annual return | 207.26% | 18.66%+188.6pp | 335.08%-127.8pp | 28.90%+178.4pp |
| Employer contribution / active EE | $877 | $1,934-54.6% | $3,786-76.8% | $2,042-57.0% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $135 | $587-77.1% | $8,020-98.3% | $479-71.9% |