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 |
|---|---|---|
JOSEPH L. WHITAKER CPA, LLC9 years Filed as: JOSEPH L WHITAKER CPA, LLC Service code 10 · EIN 47-5495106 | Accounting | $23,600 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $15,428 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,916 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,474 | $92,055+7.0% | $106,213-7.3% | $77,643+26.8% |
| Participation rate | 96.1% | 81.0%+15.1pp | 75.3%+20.8pp | 70.6%+25.5pp |
| Annual return | 16.67% | 17.91%-1.2pp | 116.14%-99.5pp | 31.24%-14.6pp |
| Employer contribution / active EE | $3,709 | $3,367+10.1% | $3,171+16.9% | $2,726+36.1% |
| Participant deferral / active EE | $6,397 | $5,386+18.8% | $5,016+27.5% | $4,647+37.6% |
| Admin fee / account holder | $71 | $219-67.4% | $11,033-99.4% | $430-83.4% |