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 3-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Shareholder se... | $62,816 |
BAKER TILLY US, LLP3+ years Service code 10 · EIN 30-1413443 | Accounting | $11,340 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,543 | $92,055-79.9% | $106,213-82.5% | $77,643-76.1% |
| Participation rate | 85.3% | 81.0%+4.3pp | 75.3%+10.0pp | 70.6%+14.7pp |
| Annual return | 12.18% | 17.91%-5.7pp | 116.14%-104.0pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,478 | $3,367-56.1% | $3,171-53.4% | $2,726-45.8% |
| Participant deferral / active EE | $2,059 | $5,386-61.8% | $5,016-59.0% | $4,647-55.7% |
| Admin fee / account holder | $84 | $219-61.8% | $11,033-99.2% | $430-80.6% |