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 15 · EIN 35-0145825 | Recordkeeping | $63,463 |
JONES & ROTH, PC7 years Filed as: JONES & ROTH P.C. Service code 10 · EIN 93-0819646 | Accounting | $15,100 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,954 | $69,823-55.7% | $77,163-59.9% | $74,419-58.4% |
| Participation rate | 75.2% | 70.0%+5.2pp | 69.6%+5.6pp | 70.7%+4.5pp |
| Annual return | 16.00% | 19.98%-4.0pp | 37.87%-21.9pp | 34.38%-18.4pp |
| Employer contribution / active EE | $1,525 | $2,150-29.1% | $2,535-39.8% | $2,637-42.2% |
| Participant deferral / active EE | $2,049 | $3,558-42.4% | $3,833-46.5% | $4,528-54.7% |
| Admin fee / account holder | $65 | $398-83.6% | $5,472-98.8% | $348-81.3% |