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 |
|---|---|---|
ROBERTSON & ROBERTSON, PLLC2 years Service code 10 · EIN 26-1631123 | Accounting | $9,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,420 | $104,317-7.6% | $159,436-39.5% | $86,799+11.1% |
| Participation rate | 96.3% | 77.7%+18.6pp | 82.8%+13.4pp | 72.3%+24.0pp |
| Annual return | 19.32% | 26.32%-7.0pp | 263.57%-244.2pp | 97.91%-78.6pp |
| Employer contribution / active EE | $3,031 | $3,451-12.2% | $4,829-37.2% | $2,405+26.0% |
| Participant deferral / active EE | $7,668 | $6,837+12.2% | $7,352+4.3% | $4,131+85.6% |
| Admin fee / account holder | $3 | $172-98.2% | $10,799-100.0% | $170-98.2% |