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 |
|---|---|---|
PLATFORM CPAS LLP1 year Filed as: PLATFORM CPA'S LLP Service code 10 · EIN 88-4342576 6510 MILLROCK DR #275 · HOLLADAY, UT 84121 | Accounting | $22,663 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,510 | $94,625-92.1% | $116,228-93.5% | $84,808-91.1% |
| Participation rate | 98.8% | 70.4%+28.3pp | 74.6%+24.2pp | 68.3%+30.5pp |
| Annual return | 3.05% | 20.40%-17.4pp | 90.06%-87.0pp | 40.90%-37.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $90 | $10,091-99.1% | $11,989-99.3% | $7,344-98.8% |