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 27 · EIN 47-1411118 | Advisory (Plan) | $31,063 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,291 |
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 | $59,730 | $82,978-28.0% | $129,995-54.1% | $71,457-16.4% |
| Participation rate | 90.1% | 74.1%+16.0pp | 78.5%+11.6pp | 67.9%+22.2pp |
| Annual return | 16.83% | 20.60%-3.8pp | -137.18%+154.0pp | 28.85%-12.0pp |
| Employer contribution / active EE | $477 | $2,622-81.8% | $4,320-89.0% | $2,588-81.6% |
| Participant deferral / active EE | $5,116 | $4,432+15.4% | $5,820-12.1% | $4,289+19.3% |
| Admin fee / account holder | $78 | $1,729-95.5% | $10,614-99.3% | $1,587-95.1% |