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 LLP2 years Filed as: RKL Service code 10 · EIN 23-2108173 | Accounting | $9,525 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,880 |
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 | $107,442 | $80,968+32.7% | $96,544+11.3% | $75,163+42.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.68% | 27.06%-9.4pp | 25.84%-8.2pp | 160.62%-142.9pp |
| Employer contribution / active EE | $3,966 | $2,282+73.8% | $2,965+33.8% | $2,670+48.6% |
| Participant deferral / active EE | $1,189 | $3,928-69.7% | $4,851-75.5% | $4,125-71.2% |
| Admin fee / account holder | $146 | $6,724-97.8% | $8,252-98.2% | $5,651-97.4% |