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 10-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 15 · EIN 35-0921680 | Recordkeeping | $16,552 |
DINSMORE & SHOHL LLP1 year Service code 29 · EIN 31-0263070 | Legal | $12,877 |
GBQ PARTNERS1 year Service code 10 · EIN 20-2122306 | Accounting | $7,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,280 | $51,288+27.3% | $81,983-20.4% | $73,409-11.1% |
| Participation rate | 98.1% | 64.0%+34.1pp | 69.2%+28.9pp | 72.2%+25.9pp |
| Annual return | 36.59% | 29.48%+7.1pp | 41.31%-4.7pp | 59.29%-22.7pp |
| Employer contribution / active EE | $5,482 | $1,487+268.7% | $2,498+119.4% | $2,234+145.4% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,722-100.0% | $3,805-100.0% |
| Admin fee / account holder | $135 | $125+8.0% | $5,664-97.6% | $158-14.3% |