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 27 · EIN 47-1411118 | Advisory (Plan) | $14,590 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $950 |
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 | $51,170 | $86,655-40.9% | $119,609-57.2% | $66,914-23.5% |
| Participation rate | 94.5% | 75.6%+19.0pp | 79.3%+15.3pp | 69.8%+24.7pp |
| Annual return | -19.35% | -8.00%-11.3pp | -14.97%-4.4pp | 1.58%-20.9pp |
| Employer contribution / active EE | $1,877 | $2,536-26.0% | $4,232-55.7% | $2,544-26.2% |
| Participant deferral / active EE | $3,053 | $4,358-29.9% | $5,602-45.5% | $4,237-27.9% |
| Admin fee / account holder | $13 | $755-98.3% | $10,323-99.9% | $593-97.9% |