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 | $14,360 |
SENSIBA SAN FILIPPO LLP2+ years Service code 10 · EIN 94-2370906 | Accounting | $12,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,562 | $51,244+26.0% | $80,975-20.3% | $55,167+17.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.0%+31.0pp |
| Annual return | 12.59% | 17.39%-4.8pp | 17.10%-4.5pp | 169.23%-156.6pp |
| Employer contribution / active EE | $1,290 | $1,770-27.1% | $3,714-65.3% | $1,963-34.3% |
| Participant deferral / active EE | $0 | $4,418-100.0% | $5,696-100.0% | $3,054-100.0% |
| Admin fee / account holder | $142 | $398-64.3% | $5,516-97.4% | $504-71.8% |