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 |
|---|---|---|
SES ADVISORS, INC.1+ years Filed as: SES ADVISORS Service code 15 · EIN 04-3760707 | Recordkeeping | $11,906 |
CAMPBELL TAYLOR & COMPANY1+ years Service code 10 · EIN 68-0251243 | Accounting | $4,240 |
Employer contribution per participant 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 | $41,171 | $41,854-1.6% | $73,843-44.2% | $52,331-21.3% |
| Participation rate | 95.9% | 66.2%+29.7pp | 73.4%+22.5pp | 68.1%+27.8pp |
| Annual return | 3.20% | 2.11%+1.1pp | 2267.84%-2264.6pp | 4.54%-1.3pp |
| Employer contribution / active EE | $112 | $1,920-94.2% | $2,787-96.0% | $1,882-94.0% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $80 | $493-83.7% | $4,880-98.4% | $592-86.4% |