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 13 · EIN 42-0127290 | Contract Administrator | $85,620 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,292 |
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 | $31,298 | $79,124-60.4% | $60,874-48.6% | $64,808-51.7% |
| Participation rate | 70.5% | 77.7%-7.3pp | 73.1%-2.6pp | 71.5%-1.0pp |
| Annual return | -15.65% | -7.13%-8.5pp | 16.90%-32.5pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,603 | $3,050-47.4% | $2,701-40.6% | $2,506-36.0% |
| Participant deferral / active EE | $2,850 | $3,725-23.5% | $3,817-25.3% | $4,310-33.9% |
| Admin fee / account holder | $196 | $106+85.4% | $3,224-93.9% | $188+4.3% |