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 |
|---|---|---|
PLAN INTEGRITY PARTNERS, LLC3 years Service code 13 · EIN 88-4096467 50 LAKESIDE AVENUE, #5 · BURLINGTON, VT 05404 | Contract Administrator | $10,183 |
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 | $192,131 | $69,454+176.6% | $180,183+6.6% | $74,304+158.6% |
| Participation rate | 88.1% | 61.8%+26.3pp | 77.4%+10.7pp | 60.3%+27.7pp |
| Annual return | 12.82% | 25.86%-13.0pp | 27.86%-15.0pp | 29.43%-16.6pp |
| Employer contribution / active EE | $5,111 | $3,155+62.0% | $5,039+1.4% | $2,241+128.1% |
| Participant deferral / active EE | $7,178 | $4,662+54.0% | $6,822+5.2% | $3,767+90.5% |
| Admin fee / account holder | $81 | $3,036-97.3% | $19,975-99.6% | $2,969-97.3% |