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: FORTNER BAYENS, PC. Service code 10 · EIN 84-0741890 | Accounting | $12,557 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,538 |
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 | $47,442 | $102,553-53.7% | $151,611-68.7% | $66,914-29.1% |
| Participation rate | 94.8% | 85.5%+9.3pp | 87.5%+7.3pp | 69.8%+25.0pp |
| Annual return | -17.78% | -10.82%-7.0pp | 3.33%-21.1pp | 1.58%-19.4pp |
| Employer contribution / active EE | $2,475 | $4,180-40.8% | $6,166-59.9% | $2,544-2.7% |
| Participant deferral / active EE | $5,281 | $6,641-20.5% | $8,363-36.9% | $4,237+24.6% |
| Admin fee / account holder | $98 | $630-84.4% | $11,616-99.2% | $593-83.5% |