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 |
|---|---|---|
MSTI1 year Service code 10 · EIN 54-1577909 | Accounting | $27,670 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,677 | $82,664-75.0% | $125,339-83.5% | $68,494-69.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 2.26% | -5.97%+8.2pp | 572.05%-569.8pp | -7.84%+10.1pp |
| Employer contribution / active EE | $4,329 | $3,381+28.0% | $4,814-10.1% | $2,596+66.7% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $210 | $6,275-96.7% | $10,010-97.9% | $5,403-96.1% |