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 | $49,710 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,492 | $61,272-50.2% | $149,673-79.6% | $71,457-57.3% |
| Participation rate | 99.1% | 62.5%+36.6pp | 78.8%+20.4pp | 67.9%+31.2pp |
| Annual return | 17.88% | 35.85%-18.0pp | 134.42%-116.5pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,631 | $2,378-31.4% | $4,818-66.1% | $2,588-37.0% |
| Participant deferral / active EE | $2,173 | $2,917-25.5% | $5,680-61.7% | $4,289-49.3% |
| Admin fee / account holder | $154 | $1,261-87.8% | $13,210-98.8% | $1,587-90.3% |