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 |
|---|---|---|
EISNERAMPER LLP8+ years Filed as: EISER AMPER Service code 10 · EIN 13-1639826 | Accounting | $14,700 |
APPLE GROWTH PARTNERS5 years Service code 34 · EIN 81-4504770 | Valuation (appraisals, etc.) | $13,900 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,550 | $57,541-57.3% | $95,745-74.4% | $75,163-67.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 19.82% | 34.93%-15.1pp | 28.35%-8.5pp | 160.62%-140.8pp |
| Employer contribution / active EE | $423 | $1,808-76.6% | $2,835-85.1% | $2,670-84.2% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,245-100.0% | $4,125-100.0% |
| Admin fee / account holder | $253 | $4,099-93.8% | $5,678-95.5% | $5,651-95.5% |