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, LLP7+ years Service code 10 · EIN 13-5381590 | Accounting | $14,650 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $10,339 |
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 | $13,620 | $104,317-86.9% | $159,436-91.5% | $86,799-84.3% |
| Participation rate | 94.7% | 77.7%+17.0pp | 82.8%+11.9pp | 72.3%+22.5pp |
| Annual return | 10.19% | 26.32%-16.1pp | 263.57%-253.4pp | 97.91%-87.7pp |
| Employer contribution / active EE | $1,921 | $3,451-44.3% | $4,829-60.2% | $2,405-20.1% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $80 | $172-53.3% | $10,799-99.3% | $170-52.5% |