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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $5,546 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,244 |
KERBER ROSE SC1 year Service code 10 · EIN 39-1658423 | Accounting | $1,920 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,638 | $66,124-37.0% | $90,404-53.9% | $73,488-43.3% |
| Participation rate | 83.8% | 69.7%+14.2pp | 72.7%+11.1pp | 70.7%+13.1pp |
| Annual return | 20.72% | 17.65%+3.1pp | 1293.02%-1272.3pp | 28.51%-7.8pp |
| Employer contribution / active EE | $562 | $2,346-76.0% | $3,262-82.8% | $2,270-75.2% |
| Participant deferral / active EE | $2,218 | $3,039-27.0% | $3,963-44.0% | $3,740-40.7% |
| Admin fee / account holder | $62 | $396-84.3% | $5,611-98.9% | $513-87.9% |