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 |
|---|---|---|
CROWE LLP1 year Service code 10 · EIN 35-0912680 | Accounting | $41,563 |
MAH & ASSOCIATES, LLP2 years Service code 10 · EIN 94-3342694 | Accounting | $25,840 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,759 | $84,487+16.9% | $125,339-21.2% | $66,914+47.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 45.78% | -8.39%+54.2pp | 572.05%-526.3pp | 1.58%+44.2pp |
| Employer contribution / active EE | $9,591 | $3,553+169.9% | $4,814+99.2% | $2,544+277.0% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $348 | $685-49.2% | $10,010-96.5% | $593-41.3% |