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 |
|---|---|---|
JANZ & KNIGHT9 years Service code 10 · EIN 38-1458667 | Accounting | $14,250 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,994 |
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 | $62,623 | $59,417+5.4% | $93,606-33.1% | $74,495-15.9% |
| Participation rate | 70.4% | 59.7%+10.8pp | 68.7%+1.7pp | 67.2%+3.2pp |
| Annual return | 15.44% | 81.83%-66.4pp | 133.20%-117.8pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,678 | $3,050+86.1% | $4,411+28.7% | $4,346+30.6% |
| Admin fee / account holder | $104 | $3,021-96.6% | $8,285-98.7% | $1,942-94.7% |