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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $42,528 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,490 | $58,879-46.5% | $178,490-82.4% | $73,488-57.1% |
| Participation rate | 99.6% | 66.2%+33.4pp | 81.9%+17.7pp | 70.7%+28.9pp |
| Annual return | 17.00% | 24.86%-7.9pp | 151.07%-134.1pp | 28.51%-11.5pp |
| Employer contribution / active EE | $1,344 | $2,236-39.9% | $5,011-73.2% | $2,270-40.8% |
| Participant deferral / active EE | $1,944 | $2,567-24.3% | $5,202-62.6% | $3,740-48.0% |
| Admin fee / account holder | $142 | $400-64.5% | $13,984-99.0% | $513-72.3% |