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 5-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 10 · EIN 48-1246310 | Accounting | $15,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,888 | $103,282+12.2% | $81,382+42.4% | $99,062+17.0% |
| Participation rate | 58.7% | 73.2%-14.5pp | 69.5%-10.8pp | 71.6%-12.9pp |
| Annual return | 13.80% | 15.11%-1.3pp | 24.73%-10.9pp | 17.66%-3.9pp |
| Employer contribution / active EE | $1,796 | $3,061-41.3% | $2,463-27.1% | $3,262-44.9% |
| Participant deferral / active EE | $3,637 | $4,549-20.0% | $3,883-6.3% | $5,331-31.8% |
| Admin fee / account holder | $62 | $78-21.5% | $5,768-98.9% | $109-43.5% |