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 | Participant loan processing; Recordke... | $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 | $78,976+65.9% | $100,383+30.5% | $74,546+75.7% |
| Participation rate | 98.2% | 79.5%+18.7pp | 81.5%+16.7pp | 67.2%+31.0pp |
| Annual return | 11.43% | 20.62%-9.2pp | 49.26%-37.8pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $5,483 | $3,019+81.6% | $3,944+39.0% | $2,624+108.9% |
| Participant deferral / active EE | $5,979 | $7,758-22.9% | $8,086-26.1% | $4,347+37.5% |
| Admin fee / account holder | $132 | $1,330-90.1% | $7,900-98.3% | $1,944-93.2% |