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 | $54,471 |
JONES & ROTH, PC8 years Filed as: JONES & ROTH P.C. Service code 10 · EIN 93-0819646 | Accounting | $12,400 |
Filed as: ALERA GROUP INC Service code 16 · EIN 81-4473358 | Consulting | $8,815 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 16 · EIN 43-1451524 | Consulting | $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 | $35,635 | $66,457-46.4% | $81,382-56.2% | $77,643-54.1% |
| Participation rate | 78.7% | 68.7%+10.0pp | 69.5%+9.2pp | 70.6%+8.2pp |
| Annual return | 11.24% | 15.93%-4.7pp | 24.73%-13.5pp | 31.24%-20.0pp |
| Employer contribution / active EE | $1,415 | $2,159-34.5% | $2,463-42.6% | $2,726-48.1% |
| Participant deferral / active EE | $2,389 | $3,679-35.1% | $3,883-38.5% | $4,647-48.6% |
| Admin fee / account holder | $60 | $583-89.8% | $5,768-99.0% | $430-86.2% |