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 1801 MARKET STREET · PHILADELPHIA, PA 19102 | Contract Administrator | $63,819 |
ROOSEVELT INVESTMENTS4 years Service code 28 570 LEXINGTON AVE · NEW YORK, NY 10022 | Investment Management | $55,304 |
Participant contribution per participant 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 | $21,987 | $46,292-52.5% | $143,757-84.7% | $64,808-66.1% |
| Participation rate | 75.8% | 64.2%+11.6pp | 80.3%-4.5pp | 71.5%+4.3pp |
| Annual return | -12.26% | -10.05%-2.2pp | -0.04%-12.2pp | 32.82%-45.1pp |
| Employer contribution / active EE | $1,448 | $1,910-24.2% | $4,951-70.8% | $2,506-42.2% |
| Participant deferral / active EE | $858 | $2,646-67.6% | $5,637-84.8% | $4,310-80.1% |
| Admin fee / account holder | $233 | $154+51.2% | $14,673-98.4% | $188+23.8% |