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, LLP6+ years Service code 10 · EIN 13-5381590 | Accounting | $12,350 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $9,050 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,123 | $100,801-88.0% | $149,696-91.9% | $73,409-83.5% |
| Participation rate | 95.1% | 77.7%+17.5pp | 82.5%+12.7pp | 72.2%+23.0pp |
| Annual return | 14.30% | 265.34%-251.0pp | 276.60%-262.3pp | 59.29%-45.0pp |
| Employer contribution / active EE | $837 | $3,312-74.7% | $4,644-82.0% | $2,234-62.5% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $79 | $181-56.5% | $9,309-99.2% | $158-50.2% |