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 |
|---|---|---|
RKL LLP1 year Filed as: RKL Service code 10 · EIN 23-2108173 | Accounting | $9,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,296 |
Participant contribution per participant 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 | $93,850 | $71,883+30.6% | $86,677+8.3% | $68,494+37.0% |
| Participation rate | 92.3% | 72.2%+20.1pp | 76.6%+15.7pp | 67.9%+24.4pp |
| Annual return | -14.54% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $3,459 | $2,173+59.2% | $2,836+22.0% | $2,596+33.2% |
| Participant deferral / active EE | $1,110 | $3,779-70.6% | $4,656-76.2% | $4,027-72.4% |
| Admin fee / account holder | $147 | $6,112-97.6% | $7,493-98.0% | $5,403-97.3% |