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 9-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 |
|---|---|---|
SES ADVISORS, INC.1+ years Service code 15 · EIN 26-0567676 | Recordkeeping | $10,350 |
FRYE & COMPANY, CPAS1+ years Service code 10 · EIN 45-4199441 | Accounting | $8,500 |
ESI EQUITY1+ years Filed as: ESI Service code 34 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $7,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,927 | $56,199-32.5% | $67,652-43.9% | $59,632-36.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.41% | 18505.31%-18503.9pp | 6625.04%-6623.6pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $12,222 | $1,614+657.0% | $2,266+439.5% | $2,203+454.9% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $170 | $3,958-95.7% | $4,821-96.5% | $4,297-96.0% |