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 14 · EIN 13-4238973 | Plan Administrator | $23,372 |
SENSIBA SAN FILIPPO LLP1+ years Service code 10 · EIN 94-2370906 | Accounting | $12,204 |
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 | $63,369 | $48,313+31.2% | $73,307-13.6% | $52,331+21.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 74.9%+25.1pp | 68.1%+31.9pp |
| Annual return | -8.37% | 3.85%-12.2pp | 5.67%-14.0pp | 4.54%-12.9pp |
| Employer contribution / active EE | $1,300 | $1,661-21.7% | $3,237-59.8% | $1,882-30.9% |
| Participant deferral / active EE | $0 | $4,189-100.0% | $4,991-100.0% | $3,022-100.0% |
| Admin fee / account holder | $216 | $404-46.6% | $5,637-96.2% | $592-63.5% |