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 |
|---|---|---|
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $9,000 |
QUORUM CONSULTING GROUP2 years Service code 13 · EIN 37-1331544 | Contract Administrator | $7,542 |
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 | $379,463 | $48,230+686.8% | $67,502+462.1% | $80,856+369.3% |
| Participation rate | 98.9% | 66.4%+32.5pp | 72.9%+26.0pp | 67.6%+31.2pp |
| Annual return | 14.38% | 18.28%-3.9pp | 3512.12%-3497.7pp | 35.59%-21.2pp |
| Employer contribution / active EE | $16,229 | $2,020+703.5% | $2,731+494.3% | $2,755+489.1% |
| Participant deferral / active EE | $2,989 | $2,924+2.2% | $4,000-25.3% | $4,296-30.4% |
| Admin fee / account holder | $243 | $3,681-93.4% | $3,998-93.9% | $6,918-96.5% |