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 |
|---|---|---|
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $20,776 |
BENEFIT RESOURCES, INC.10+ years Service code 13 · EIN 62-1838285 | Contract Administrator | $12,832 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,683 | $122,239+26.5% | $184,200-16.0% | $74,546+107.5% |
| Participation rate | 99.1% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 9.65% | 19.95%-10.3pp | 28.80%-19.1pp | 1366.03%-1356.4pp |
| Employer contribution / active EE | $7,242 | $4,537+59.6% | $6,424+12.7% | $2,624+175.9% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,132-100.0% | $4,347-100.0% |
| Admin fee / account holder | $224 | $1,260-82.2% | $13,907-98.4% | $1,944-88.5% |