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 | $241,736 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $34,922 |
SEJONG LLP4 years Service code 10 · EIN 01-0754454 | Accounting | $16,791 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,949 | $110,299+8.7% | $102,423+17.1% | $199,593-39.9% |
| Participation rate | 93.5% | 86.3%+7.3pp | 76.5%+17.1pp | 72.0%+21.6pp |
| Annual return | 14.65% | 35.73%-21.1pp | 29.32%-14.7pp | 34.25%-19.6pp |
| Employer contribution / active EE | $3,050 | $3,603-15.4% | $3,023+0.9% | $3,034+0.5% |
| Participant deferral / active EE | $5,613 | $6,376-12.0% | $5,053+11.1% | $5,087+10.3% |
| Admin fee / account holder | $187 | $122+53.1% | $9,451-98.0% | $269-30.4% |