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 |
|---|---|---|
BFSG LLC2 years Service code 27 · EIN 20-8161914 | Advisory (Plan) | $20,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $13,490 |
Service code 10 · EIN 47-1222587 | Accounting | $13,000 |
FHH LOS ANGELES LLP1 year Service code 10 · EIN 82-3747318 | Accounting | $5,500 |
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 | $135,394 | $89,282+51.6% | $94,646+43.1% | $74,419+81.9% |
| Participation rate | 94.2% | 82.4%+11.8pp | 80.8%+13.4pp | 70.7%+23.5pp |
| Annual return | 14.10% | 25.96%-11.9pp | 156.71%-142.6pp | 34.38%-20.3pp |
| Employer contribution / active EE | $1,241 | $3,022-58.9% | $3,672-66.2% | $2,637-53.0% |
| Participant deferral / active EE | $6,852 | $8,425-18.7% | $7,418-7.6% | $4,528+51.3% |
| Admin fee / account holder | $75 | $219-65.7% | $7,231-99.0% | $348-78.5% |