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 |
|---|---|---|
ARTY COHN & FEUER LC3+ years Service code 10 · EIN 59-0718930 | Accounting | $40,583 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $5,147 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,951 | $82,546-87.9% | $140,016-92.9% | $75,289-86.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | 3.79% | -0.36%+4.2pp | 651.12%-647.3pp | -0.04%+3.8pp |
| Employer contribution / active EE | $1,313 | $3,856-65.9% | $5,606-76.6% | $2,405-45.4% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $91 | $86+6.1% | $10,705-99.2% | $102-11.1% |