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 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $766,084 |
FRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $28,260 |
Service code 16 · EIN 82-1434504 | Consulting | $22,500 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $16,849 | $77,577-78.3% | $101,794-83.4% | $140,769-88.0% |
| Participation rate | 98.8% | 56.8%+42.0pp | 69.2%+29.6pp | 74.2%+24.6pp |
| Annual return | 19.38% | 14.47%+4.9pp | 30.53%-11.1pp | 16.82%+2.6pp |
| Employer contribution / active EE | $810 | $1,318-38.6% | $2,289-64.6% | $3,906-79.3% |
| Participant deferral / active EE | $2,965 | $2,205+34.4% | $4,084-27.4% | $6,717-55.9% |
| Admin fee / account holder | $68 | $84-19.1% | $8,777-99.2% | $229-70.3% |