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 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% |