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 |
|---|---|---|
COTE & COMPANY, APC1 year Service code 10 · EIN 94-3216001 128 10TH STREET, 2ND FLOOR · SAN FRANCISCO, CA 94103 | Accounting | $7,750 |
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 | $49,078 | $63,861-23.1% | $104,607-53.1% | $79,858-38.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 4.71% | 21.30%-16.6pp | 340.46%-335.7pp | 31.71%-27.0pp |
| Employer contribution / active EE | $430 | $1,588-72.9% | $2,681-84.0% | $2,471-82.6% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $70 | $4,185-98.3% | $6,473-98.9% | $5,306-98.7% |