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 |
|---|---|---|
RKL LLP7 years Service code 10 · EIN 23-2108173 | Accounting | $11,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,313 |
Annual investment return 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 | $62,251 | $72,254-13.8% | $86,677-28.2% | $64,808-3.9% |
| Participation rate | 94.8% | 80.4%+14.4pp | 76.6%+18.2pp | 71.5%+23.3pp |
| Annual return | -17.65% | 392.42%-410.1pp | 35.91%-53.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1,042 | $2,393-56.4% | $2,836-63.3% | $2,506-58.4% |
| Participant deferral / active EE | $5,712 | $4,658+22.6% | $4,656+22.7% | $4,310+32.5% |
| Admin fee / account holder | $63 | $174-63.7% | $7,493-99.2% | $188-66.4% |