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.3+ years Filed as: SES ADVISORS Service code 15 · EIN 04-3760707 | Recordkeeping | $11,906 |
CAMPBELL TAYLOR & COMPANY3+ years Service code 10 · EIN 68-0251243 | Accounting | $4,240 |
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 | $39,663 | $50,637-21.7% | $86,590-54.2% | $62,292-36.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | -0.87% | 20.80%-21.7pp | 964.84%-965.7pp | 28.90%-29.8pp |
| Employer contribution / active EE | $7,843 | $2,075+277.9% | $2,839+176.2% | $2,042+284.1% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $115 | $413-72.1% | $4,906-97.6% | $479-75.9% |