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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 88-4096467 50 LAKESIDE AVENUE, #H5 · BURLINGTON, VT 05401 | Contract Administrator | $13,753 |
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 | $72,146 | $69,454+3.9% | $180,183-60.0% | $74,304-2.9% |
| Participation rate | 80.3% | 61.8%+18.5pp | 77.4%+2.8pp | 60.3%+19.9pp |
| Annual return | 13.25% | 25.86%-12.6pp | 27.86%-14.6pp | 29.43%-16.2pp |
| Employer contribution / active EE | $896 | $3,155-71.6% | $5,039-82.2% | $2,241-60.0% |
| Participant deferral / active EE | $3,562 | $4,662-23.6% | $6,822-47.8% | $3,767-5.5% |
| Admin fee / account holder | $97 | $3,036-96.8% | $19,975-99.5% | $2,969-96.7% |