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 |
|---|---|---|
Service code 34 · EIN 36-4799908 508 YALE AVE N #123 · SEATTLE, WA 98109 | Valuation (appraisals, etc.) | $23,500 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 4334 MUNSON ST NW · CANTON, OH 44718 | Accounting | $17,580 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $568,404 | $82,978+585.0% | $129,995+337.2% | $71,457+695.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 12.22% | 20.60%-8.4pp | -137.18%+149.4pp | 28.85%-16.6pp |
| Employer contribution / active EE | $5,882 | $2,622+124.4% | $4,320+36.2% | $2,588+127.3% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $210 | $1,729-87.9% | $10,614-98.0% | $1,587-86.8% |