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 | $39,384 |
Service code 27 · EIN 13-5674085 | Advisory (Plan) | $17,000 |
SEJONG LLP4 years Service code 10 · EIN 01-0754454 | Accounting | $16,789 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,596 | $88,890-30.7% | $102,423-39.9% | $77,643-20.7% |
| Participation rate | 93.5% | 80.9%+12.6pp | 76.5%+17.0pp | 70.6%+22.9pp |
| Annual return | 12.53% | 24.98%-12.4pp | 29.32%-16.8pp | 31.24%-18.7pp |
| Employer contribution / active EE | $2,075 | $2,698-23.1% | $3,023-31.4% | $2,726-23.9% |
| Participant deferral / active EE | $3,340 | $5,145-35.1% | $5,053-33.9% | $4,647-28.1% |
| Admin fee / account holder | $176 | $235-25.3% | $9,451-98.1% | $430-59.1% |