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 | $84,556+114.9% | $116,228+56.3% | $74,304+144.5% |
| Participation rate | 89.3% | 66.0%+23.3pp | 74.6%+14.7pp | 60.3%+28.9pp |
| Annual return | 12.15% | 18.35%-6.2pp | 90.06%-77.9pp | 29.43%-17.3pp |
| Employer contribution / active EE | $4,884 | $2,168+125.3% | $2,994+63.1% | $2,241+117.9% |
| Participant deferral / active EE | $7,702 | $3,814+101.9% | $4,953+55.5% | $3,767+104.5% |
| Admin fee / account holder | $289 | $3,792-92.4% | $11,989-97.6% | $2,969-90.3% |