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 |
|---|---|---|
Service code 12 · EIN 47-0098400 | Consulting (pension); Contract Admini... | $14,116 |
LEE CPA AUDIT GROUP2 years Service code 10 · EIN 81-4637885 | Accounting | $10,500 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 | Securities Custodian | $0 |
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 | $131,009 | $79,013+65.8% | $100,391+30.5% | $74,495+75.9% |
| Participation rate | 98.2% | 79.5%+18.7pp | 81.5%+16.7pp | 67.2%+31.0pp |
| Annual return | 11.43% | 20.41%-9.0pp | 49.20%-37.8pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $5,483 | $3,021+81.5% | $3,942+39.1% | $2,623+109.0% |
| Participant deferral / active EE | $5,979 | $7,760-22.9% | $8,082-26.0% | $4,346+37.6% |
| Admin fee / account holder | $132 | $1,320-90.0% | $7,899-98.3% | $1,942-93.2% |