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 |
|---|---|---|
VEID & VEID CPAS1+ years Service code 10 700 WEST PETE ROSE WAY · CINCINNATI, OH 45203 | Accounting | $8,500 |
Service code 15 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,490 |
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 | $165,322 | $72,177+129.1% | $115,037+43.7% | $59,632+177.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.50% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $681 | $2,841-76.0% | $4,608-85.2% | $2,203-69.1% |
| Participant deferral / active EE | $7,298 | $4,783+52.6% | $6,026+21.1% | $3,192+128.7% |
| Admin fee / account holder | $311 | $4,927-93.7% | $8,175-96.2% | $4,297-92.8% |