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 01-0233346 | Recordkeeping | $144,885 |
ARTY COHN & FEUER LC9+ years Service code 10 · EIN 59-0718930 | Accounting | $40,140 |
SUGARMAN & SUSSKIND PA4 years Service code 29 · EIN 59-2539792 | Legal | $29,535 |
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 | $21,276 | $81,357-73.8% | $75,972-72.0% | $199,593-89.3% |
| Participation rate | 100.0% | 69.9%+30.1pp | 69.1%+30.9pp | 72.0%+28.0pp |
| Annual return | 20.23% | 16.32%+3.9pp | 359.55%-339.3pp | 34.25%-14.0pp |
| Employer contribution / active EE | $3,370 | $3,341+0.9% | $2,685+25.5% | $3,034+11.1% |
| Participant deferral / active EE | $1,185 | $4,710-74.8% | $4,255-72.2% | $5,087-76.7% |
| Admin fee / account holder | $207 | $144+43.0% | $6,467-96.8% | $269-23.1% |