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 9-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 |
|---|---|---|
ADMINISTRATION SERVICES INC.4+ years Service code 13 · EIN 05-0345198 | Contract Administrator | $14,112 |
WARD FISHER & COMPANY2 years Filed as: WARD FISHER & CO Service code 10 · EIN 05-6016572 | Accounting | $10,250 |
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 | $75,414 | $47,922+57.4% | $75,886-0.6% | $65,185+15.7% |
| Participation rate | 100.0% | 63.0%+37.0pp | 69.3%+30.7pp | 70.2%+29.8pp |
| Annual return | 1.50% | 24.12%-22.6pp | 30.76%-29.3pp | 29.38%-27.9pp |
| Employer contribution / active EE | $8,442 | $1,557+442.1% | $2,500+237.6% | $2,177+287.8% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $215 | $532-59.6% | $5,418-96.0% | $847-74.7% |