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 |
|---|---|---|
SES ADVISORS, INC.1+ years Service code 13 · EIN 04-3760707 | Contract Administrator | $17,514 |
ZELENKOFSKE AXELROD LLC1+ years Service code 10 · EIN 23-3022325 | Accounting | $12,545 |
SG&C, INC.1+ years Service code 29 · EIN 23-2483825 | Legal | $5,060 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,972 | $68,413+94.4% | $123,104+8.0% | $55,191+140.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | 45.44% | 6.30%+39.1pp | 13.22%+32.2pp | 10.78%+34.7pp |
| Employer contribution / active EE | $1,290 | $3,050-57.7% | $5,151-75.0% | $1,899-32.1% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,230-100.0% | $3,046-100.0% |
| Admin fee / account holder | $34 | $88-60.9% | $9,015-99.6% | $91-62.2% |