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 10 · EIN 77-0181453 | Accounting | $9,993 |
Filed as: FIDUCIARY SERVICES Service code 21 369-B THIRD STREET · SAN RAFAEL, CA 949013581 | Bank Trustee | $9,350 |
Service code 34 · EIN 36-4799908 | Valuation (appraisals, etc.); Direct ... | $6,877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,271 | $73,102-23.0% | $123,544-54.5% | $56,2870% |
| Participation rate | 99.3% | 74.3%+25.0pp | 82.3%+17.1pp | 69.9%+29.5pp |
| Annual return | 28.60% | 3.01%+25.6pp | 119.20%-90.6pp | -9.96%+38.6pp |
| Employer contribution / active EE | $3,629 | $2,977+21.9% | $4,628-21.6% | $2,111+71.9% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $127 | $554-77.1% | $9,284-98.6% | $521-75.7% |