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 |
|---|---|---|
MAH & ASSOCIATES, LLP1 year Service code 10 · EIN 94-3342694 | Accounting | $16,500 |
MENKE & ASSOCIATES, INC.1 year Service code 15 · EIN 94-2349093 | Recordkeeping | $12,494 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,957 | $104,475-31.1% | $159,436-54.9% | $79,386-9.4% |
| Participation rate | 99.3% | 76.6%+22.7pp | 82.8%+16.5pp | 70.7%+28.6pp |
| Annual return | 13.80% | 67.95%-54.1pp | 263.57%-249.8pp | 116.85%-103.0pp |
| Employer contribution / active EE | $9,384 | $3,417+174.6% | $4,829+94.3% | $2,427+286.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $170 | $711-76.1% | $10,799-98.4% | $626-72.9% |