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 9-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 |
|---|---|---|
FREED MAXICK CPAS PC3 years Filed as: FREEDMAXICK CPAS Service code 10 · EIN 45-4051133 | Accounting | $10,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,210 |
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 | $55,796 | $331,159-83.2% | $112,887-50.6% | $74,419-25.0% |
| Participation rate | 98.9% | 81.4%+17.5pp | 80.5%+18.4pp | 70.7%+28.1pp |
| Annual return | 9.31% | 21.62%-12.3pp | 34.10%-24.8pp | 34.38%-25.1pp |
| Employer contribution / active EE | $5,556 | $5,469+1.6% | $4,563+21.8% | $2,637+110.7% |
| Participant deferral / active EE | $4,880 | $8,097-39.7% | $6,513-25.1% | $4,528+7.8% |
| Admin fee / account holder | $37 | $281-86.8% | $7,047-99.5% | $348-89.3% |