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 |
|---|---|---|
CROWE LLP3 years Service code 15 · EIN 35-0921680 | Recordkeeping | $15,594 |
EIDE BAILLY LLP2 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $6,305 |
RP FINANCIAL5+ years Service code 34 1100 NORTH GLEBE ROAD, STE 600 · ARLINGTON, VA 22201 | Valuation (appraisals, etc.); Shareho... | $5,438 |
Annual investment return 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 | $136,237 | $98,982+37.6% | $162,163-16.0% | $65,185+109.0% |
| Participation rate | 99.1% | 85.8%+13.3pp | 87.6%+11.5pp | 70.2%+28.9pp |
| Annual return | 4.64% | 24.84%-20.2pp | 115.59%-111.0pp | 29.38%-24.7pp |
| Employer contribution / active EE | $3,035 | $3,467-12.5% | $5,614-45.9% | $2,177+39.4% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $249 | $596-58.3% | $10,843-97.7% | $847-70.6% |