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 27 · EIN 71-0294708 | Advisory (Plan) | $25,787 |
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $13,537 |
FRIEDMAN CPA GROUP1 year Service code 10 · EIN 65-0124351 | Accounting | $7,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,715 | $58,726+37.4% | $92,233-12.5% | $62,292+29.6% |
| Participation rate | 94.9% | 68.3%+26.6pp | 76.5%+18.4pp | 69.5%+25.4pp |
| Annual return | 15.92% | 43.62%-27.7pp | 176.28%-160.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $4,455 | $2,392+86.3% | $3,679+21.1% | $2,042+118.1% |
| Participant deferral / active EE | $5,646 | $2,766+104.1% | $3,897+44.9% | $3,169+78.2% |
| Admin fee / account holder | $55 | $556-90.1% | $5,194-98.9% | $479-88.6% |