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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $18,454 |
SMITH & HOWARD, PC1 year Filed as: SMITH AND HOWARD Service code 10 · EIN 58-1250486 | Accounting | $11,766 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,748 | $42,886-49.3% | $88,946-75.5% | $85,563-74.6% |
| Participation rate | 99.3% | 37.9%+61.3pp | 68.8%+30.4pp | 66.0%+33.3pp |
| Annual return | 10.79% | 44.56%-33.8pp | 57.82%-47.0pp | 31.51%-20.7pp |
| Employer contribution / active EE | $1,434 | $1,147+25.0% | $2,555-43.9% | $2,654-46.0% |
| Participant deferral / active EE | $2,344 | $2,108+11.2% | $4,581-48.8% | $4,375-46.4% |
| Admin fee / account holder | $113 | $2,263-95.0% | $8,261-98.6% | $834-86.4% |