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 4-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 |
|---|---|---|
ASHER KELLY1+ years Filed as: ASHERKELLY Service code 29 · EIN 84-3379113 | Legal | $21,361 |
BENESYS, INC.1+ years Filed as: BENESYS, INC Service code 10 · EIN 38-6058023 | Accounting | $6,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,127 | $106,236-98.9% | $112,228-99.0% | $64,808-98.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | 0.00% | -6.02%+6.0pp | 27.45%-27.4pp | 32.82%-32.8pp |
| Employer contribution / active EE | $1,145 | $3,166-63.8% | $3,635-68.5% | $2,506-54.3% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $33 | $452-92.6% | $6,410-99.5% | $188-82.3% |