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 |
|---|---|---|
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 230 WEST MONROE ST., SUITE 310 · CHICAGO, IL 60606 | Accounting | $18,000 |
EBERTS & HARRISON1 year Service code 23 1604 RIDGESIDE DRIVE · MOUNT AIRY, MD 21771 | Insurance services | $6,680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,891 | $60,323+57.3% | $81,812+16.0% | $74,495+27.4% |
| Participation rate | 53.3% | 62.9%-9.6pp | 72.3%-19.0pp | 67.2%-13.9pp |
| Annual return | 18.69% | 16.90%+1.8pp | 773.79%-755.1pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $537 | $2,620-79.5% | $2,912-81.5% | $2,623-79.5% |
| Participant deferral / active EE | $4,076 | $3,387+20.3% | $4,319-5.6% | $4,346-6.2% |
| Admin fee / account holder | $257 | $1,486-82.7% | $7,386-96.5% | $1,942-86.8% |