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 |
|---|---|---|
CAMPBELL TAYLOR & COMPANY4+ years Service code 10 · EIN 68-0251243 | Accounting | $15,912 |
SES ADVISORS, INC.4+ years Filed as: SES ADVISORS Service code 15 · EIN 04-3760707 | Recordkeeping | $15,202 |
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 | $33,237 | $44,873-25.9% | $79,464-58.2% | $56,287-41.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -7.72% | 0.81%-8.5pp | 718.14%-725.9pp | -9.96%+2.2pp |
| Employer contribution / active EE | $6,452 | $2,140+201.5% | $2,800+130.4% | $2,111+205.6% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $100 | $418-76.1% | $5,113-98.0% | $521-80.8% |