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 |
|---|---|---|
PBMARES, LLP2 years Service code 10 · EIN 54-0737372 | Accounting | $5,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,284 | $55,449+28.6% | $83,848-15.0% | $56,287+26.6% |
| Participation rate | 95.9% | 68.0%+27.9pp | 76.1%+19.7pp | 69.9%+26.0pp |
| Annual return | 55.83% | -1.38%+57.2pp | 850.88%-795.0pp | -9.96%+65.8pp |
| Employer contribution / active EE | $6,832 | $2,430+181.1% | $3,631+88.2% | $2,111+223.6% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $33 | $656-95.0% | $5,478-99.4% | $521-93.6% |