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 26 · EIN 45-3764090 | Advisory (Participants) | $24,473 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $10,286 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,238 | $59,107+59.4% | $86,436+9.0% | $68,494+37.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.34% | -0.23%-17.1pp | 4394.89%-4412.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,857 | $2,519-26.3% | $3,769-50.7% | $2,596-28.5% |
| Participant deferral / active EE | $9,613 | $5,901+62.9% | $6,952+38.3% | $4,027+138.7% |
| Admin fee / account holder | $280 | $5,637-95.0% | $6,731-95.8% | $5,403-94.8% |