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 49 · EIN 06-1050034 | Other Services | $194,717 |
ARTY COHN & FEUER LC6+ years Service code 10 · EIN 59-0718930 | Accounting | $37,401 |
SUGARMAN & SUSSKIND PA1 year Service code 29 · EIN 59-2539792 | Legal | $13,793 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,645 | $78,339-78.8% | $85,682-80.6% | $93,030-82.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 69.9%+30.1pp | 73.9%+26.1pp |
| Annual return | 15.11% | 21.17%-6.1pp | 21.49%-6.4pp | 158.70%-143.6pp |
| Employer contribution / active EE | $1,956 | $2,560-23.6% | $2,618-25.3% | $2,706-27.7% |
| Participant deferral / active EE | $853 | $3,882-78.0% | $3,923-78.2% | $4,562-81.3% |
| Admin fee / account holder | $208 | $104+100.1% | $6,873-97.0% | $152+37.1% |