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 |
|---|---|---|
Filed as: BMSS Service code 10 · EIN 46-1498870 | Accounting | $21,595 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,581 | $101,317-52.1% | $146,958-66.9% | $74,495-34.8% |
| Participation rate | 68.6% | 75.5%-6.9pp | 82.2%-13.5pp | 67.2%+1.4pp |
| Annual return | 30.73% | 8730.91%-8700.2pp | 418.34%-387.6pp | 1364.94%-1334.2pp |
| Employer contribution / active EE | $3,063 | $3,810-19.6% | $4,933-37.9% | $2,623+16.8% |
| Participant deferral / active EE | $6,008 | $7,303-17.7% | $8,070-25.5% | $4,346+38.3% |
| Admin fee / account holder | $275 | $1,739-84.2% | $12,998-97.9% | $1,942-85.8% |