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 |
|---|---|---|
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $12,810 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,445 | $63,745+120.3% | $98,442+42.7% | $79,386+76.9% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 15.27% | 625.80%-610.5pp | 1492.73%-1477.5pp | 116.85%-101.6pp |
| Employer contribution / active EE | $5,001 | $2,557+95.6% | $2,960+69.0% | $2,427+106.0% |
| Participant deferral / active EE | $3,174 | $3,303-3.9% | $4,276-25.8% | $4,046-21.5% |
| Admin fee / account holder | $159 | $516-69.2% | $5,949-97.3% | $626-74.7% |