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 15 · EIN 13-3689044 | Recordkeeping | $46,355 |
GOLBAR & ASSOCIATES LLP1 year Service code 10 · EIN 26-0303379 | Accounting | $23,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,997 | $93,131-64.6% | $106,548-69.0% | $86,799-62.0% |
| Participation rate | 77.3% | 81.4%-4.2pp | 76.1%+1.1pp | 72.3%+5.0pp |
| Annual return | 13.06% | 19.45%-6.4pp | 26.80%-13.7pp | 97.91%-84.9pp |
| Employer contribution / active EE | $1,149 | $2,895-60.3% | $2,819-59.2% | $2,405-52.2% |
| Participant deferral / active EE | $3,111 | $4,708-33.9% | $4,398-29.3% | $4,131-24.7% |
| Admin fee / account holder | $265 | $145+82.5% | $7,407-96.4% | $170+56.2% |