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) | $37,597 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,162 |
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 | $69,832 | $88,083-20.7% | $164,813-57.6% | $74,495-6.3% |
| Participation rate | 91.5% | 73.0%+18.5pp | 78.6%+12.9pp | 67.2%+24.3pp |
| Annual return | 13.47% | 17.26%-3.8pp | 69.93%-56.5pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $570 | $2,593-78.0% | $4,341-86.9% | $2,623-78.3% |
| Participant deferral / active EE | $6,270 | $4,498+39.4% | $6,031+4.0% | $4,346+44.3% |
| Admin fee / account holder | $138 | $2,234-93.8% | $12,690-98.9% | $1,942-92.9% |