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 15 · EIN 13-4238973 | Recordkeeping | $19,740 |
EIDE BAILLY LLP6 years Filed as: EIDE BAILLY Service code 10 · EIN 23-0382195 | Accounting | $7,375 |
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 | $116,394 | $130,194-10.6% | $169,993-31.5% | $71,457+62.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | -0.67% | 20.37%-21.0pp | 53.37%-54.0pp | 28.85%-29.5pp |
| Employer contribution / active EE | $3,535 | $4,381-19.3% | $6,785-47.9% | $2,588+36.6% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $10,408-100.0% | $4,289-100.0% |
| Admin fee / account holder | $230 | $966-76.2% | $12,815-98.2% | $1,587-85.5% |