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 |
|---|---|---|
SIKICH LLP4 years Service code 10 · EIN 36-3168081 | Accounting | $15,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,276 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $60,398 | $95,274-36.6% | $135,903-55.6% | $74,419-18.8% |
| Participation rate | 51.9% | 78.2%-26.2pp | 81.9%-30.0pp | 70.7%-18.8pp |
| Annual return | 29.63% | 32.77%-3.1pp | 68.23%-38.6pp | 34.38%-4.7pp |
| Employer contribution / active EE | $690 | $3,874-82.2% | $4,856-85.8% | $2,637-73.8% |
| Participant deferral / active EE | $4,819 | $7,782-38.1% | $7,758-37.9% | $4,528+6.4% |
| Admin fee / account holder | $76 | $266-71.4% | $10,762-99.3% | $348-78.1% |