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 60 · EIN 04-2647786 | Sub-TA Fees | $18,093 |
KCOE ISOM, LLP6 years Service code 10 · EIN 94-2222122 | Accounting | $16,800 |
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 | $181,696 | $80,705+125.1% | $115,768+56.9% | $67,986+167.3% |
| Participation rate | 89.3% | 63.0%+26.3pp | 74.4%+14.9pp | 57.2%+32.1pp |
| Annual return | 12.15% | 18.49%-6.3pp | 100.46%-88.3pp | 31.67%-19.5pp |
| Employer contribution / active EE | $4,884 | $2,046+138.7% | $2,940+66.1% | $2,019+141.9% |
| Participant deferral / active EE | $7,702 | $3,559+116.4% | $4,917+56.7% | $3,358+129.4% |
| Admin fee / account holder | $289 | $4,135-93.0% | $12,439-97.7% | $3,203-91.0% |