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 · EIN 42-0127290 | Contract Administrator | $88,151 |
GOOD LIFE ADVISORS, LLC5 years Service code 27 · EIN 47-1058535 | Advisory (Plan) | $31,142 |
Employer 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 | $65,770 | $91,407-28.0% | $135,903-51.6% | $71,457-8.0% |
| Participation rate | 97.5% | 75.7%+21.8pp | 81.9%+15.6pp | 67.9%+29.6pp |
| Annual return | 26.45% | 29.90%-3.4pp | 68.23%-41.8pp | 28.85%-2.4pp |
| Employer contribution / active EE | $750 | $3,703-79.7% | $4,856-84.6% | $2,588-71.0% |
| Participant deferral / active EE | $5,576 | $7,092-21.4% | $7,758-28.1% | $4,289+30.0% |
| Admin fee / account holder | $296 | $1,266-76.6% | $10,762-97.3% | $1,587-81.4% |