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 |
|---|---|---|
BDO USA, LLP4+ years Service code 10 · EIN 13-5381590 | Accounting | $10,800 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $5,612 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,708 | $75,388-88.4% | $123,544-93.0% | $55,725-84.4% |
| Participation rate | 96.1% | 75.7%+20.4pp | 82.3%+13.8pp | 70.9%+25.2pp |
| Annual return | 11.84% | 4.48%+7.4pp | 119.20%-107.4pp | 244.93%-233.1pp |
| Employer contribution / active EE | $778 | $3,063-74.6% | $4,628-83.2% | $2,078-62.5% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $75 | $120-37.4% | $9,284-99.2% | $115-35.0% |