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 4-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 |
|---|---|---|
KOSS-OLINGER CONSULTING, LLC3 years Service code 26 · EIN 27-0769425 | Advisory (Participants) | $19,167 |
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 | $27,302 | $80,724-66.2% | $103,333-73.6% | $74,495-63.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.04% | 27.56%-15.5pp | 24.88%-12.8pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $4,126 | $3,157+30.7% | $3,868+6.7% | $2,623+57.3% |
| Participant deferral / active EE | $3,961 | $3,860+2.6% | $5,057-21.7% | $4,346-8.9% |
| Admin fee / account holder | $231 | $2,368-90.2% | $8,355-97.2% | $1,942-88.1% |