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 |
|---|---|---|
EOS ACCOUNTANTS LLP1+ years Filed as: EOS ACCOUNTANTS, LLP Service code 10 · EIN 22-3462644 | Accounting | $10,681 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $850 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,985 | $52,903-20.6% | $73,307-42.7% | $59,632-29.6% |
| Participation rate | 94.8% | 68.2%+26.6pp | 74.9%+19.9pp | 68.7%+26.2pp |
| Annual return | 1.26% | 12.20%-10.9pp | 5.67%-4.4pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $1,307 | $1,909-31.5% | $3,237-59.6% | $2,203-40.7% |
| Participant deferral / active EE | $6,717 | $4,069+65.1% | $4,991+34.6% | $3,192+110.5% |
| Admin fee / account holder | $66 | $3,834-98.3% | $5,637-98.8% | $4,297-98.5% |