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 |
|---|---|---|
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $15,000 |
MENKE & ASSOCIATES, INC.3+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $13,943 |
SANSOME STREET APPRAISERS, INC.3+ years Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $7,000 |
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 | $60,372 | $71,192-15.2% | $117,854-48.8% | $62,292-3.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 3.19% | 18.66%-15.5pp | 335.08%-331.9pp | 28.90%-25.7pp |
| Employer contribution / active EE | $2,379 | $1,934+23.0% | $3,786-37.2% | $2,042+16.5% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $151 | $587-74.3% | $8,020-98.1% | $479-68.5% |