Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS10+ years Service code 10 · EIN 88-0277518 | Accounting | $114,552 |
BERRY & CO., CPA'S LTD1 year Filed as: BERRY & CO CPAS LTD Service code 10 · EIN 88-0400174 | Accounting | $52,669 |
US BANK7 years Service code 19 · EIN 31-0841368 | Securities Custodian | $675 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,047 | $82,972-61.4% | $103,374-69.0% | $77,671-58.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 12.84% | 19.14%-6.3pp | 24.89%-12.0pp | 31.21%-18.4pp |
| Employer contribution / active EE | $1,804 | $3,554-49.3% | $3,869-53.4% | $2,726-33.8% |
| Participant deferral / active EE | $1,027 | $4,108-75.0% | $5,058-79.7% | $4,648-77.9% |
| Admin fee / account holder | $174 | $639-72.7% | $8,394-97.9% | $430-59.6% |