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 |
|---|---|---|
OLSEN THIELEN & CO., LTD.2 years Service code 10 · EIN 41-1360831 | Accounting | $15,700 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,884 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,925 | $52,293+347.3% | $178,490+31.1% | $73,409+218.7% |
| Participation rate | 83.5% | 65.3%+18.2pp | 81.9%+1.6pp | 72.2%+11.3pp |
| Annual return | 14.45% | 34.75%-20.3pp | 151.07%-136.6pp | 59.29%-44.8pp |
| Employer contribution / active EE | $10,130 | $1,735+483.7% | $5,011+102.2% | $2,234+353.5% |
| Participant deferral / active EE | $5,060 | $2,332+116.9% | $5,202-2.7% | $3,805+33.0% |
| Admin fee / account holder | $50 | $127-60.7% | $13,984-99.6% | $158-68.3% |