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.2+ years Service code 15 · EIN 26-0567676 | Recordkeeping | $13,795 |
ESI EQUITY2+ years Filed as: ESI Service code 34 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $8,200 |
FRYE & COMPANY, CPAS2+ years Service code 10 · EIN 45-4199441 | Accounting | $8,200 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,734 | $60,349-24.2% | $74,183-38.3% | $62,891-27.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 14.16% | 21.37%-7.2pp | 17.74%-3.6pp | 20.14%-6.0pp |
| Employer contribution / active EE | $10,241 | $1,680+509.5% | $2,370+332.1% | $2,281+349.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $194 | $4,261-95.5% | $5,586-96.5% | $4,296-95.5% |