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 |
|---|---|---|
NICHOLS, RISE & COMPANY, LLP7+ years Service code 10 · EIN 42-0634266 | Accounting | $9,630 |
Service code 49 · EIN 51-6041053 | Other Services | $9,168 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,679 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,852 | $95,416-21.6% | $185,823-59.7% | $85,850-12.8% |
| Participation rate | 31.0% | 68.8%-37.8pp | 81.7%-50.7pp | 69.3%-38.4pp |
| Annual return | 12.10% | 23.59%-11.5pp | 122.05%-110.0pp | 318.53%-306.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,043 | $3,423-69.5% | $5,568-81.3% | $3,952-73.6% |
| Admin fee / account holder | $292 | $7,213-96.0% | $16,237-98.2% | $6,260-95.3% |