Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,581 | $101,499-52.1% | $147,005-67.0% | $74,546-34.8% |
| Participation rate | 68.6% | 75.5%-6.9pp | 82.2%-13.6pp | 67.2%+1.4pp |
| Annual return | 30.73% | 8732.34%-8701.6pp | 418.76%-388.0pp | 1366.03%-1335.3pp |
| Employer contribution / active EE | $3,063 | $3,811-19.6% | $4,934-37.9% | $2,624+16.7% |
| Participant deferral / active EE | $6,008 | $7,304-17.7% | $8,070-25.5% | $4,347+38.2% |
| Admin fee / account holder | $275 | $1,748-84.3% | $13,006-97.9% | $1,944-85.8% |