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.7+ years Service code 13 · EIN 05-0345198 | Contract Administrator | $14,112 |
WARD FISHER & COMPANY3 years Filed as: WARD FISHER & CO. Service code 10 · EIN 05-0234540 | Accounting | $12,800 |
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 | $102,516 | $63,442+61.6% | $68,791+49.0% | $66,914+53.2% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.0%+31.0pp | 69.8%+30.2pp |
| Annual return | -21.16% | -8.29%-12.9pp | -6.38%-14.8pp | 1.58%-22.7pp |
| Employer contribution / active EE | $7,791 | $1,775+338.9% | $2,655+193.4% | $2,544+206.2% |
| Participant deferral / active EE | $0 | $2,945-100.0% | $3,941-100.0% | $4,237-100.0% |
| Admin fee / account holder | $266 | $577-53.9% | $4,932-94.6% | $593-55.2% |