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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $33,094 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,746 | $91,538-67.5% | $129,995-77.1% | $75,163-60.4% |
| Participation rate | 99.0% | 71.4%+27.5pp | 78.5%+20.5pp | 67.2%+31.8pp |
| Annual return | 18.44% | -631.11%+649.5pp | -137.18%+155.6pp | 160.62%-142.2pp |
| Employer contribution / active EE | $911 | $2,845-68.0% | $4,320-78.9% | $2,670-65.9% |
| Participant deferral / active EE | $2,702 | $4,341-37.8% | $5,820-53.6% | $4,125-34.5% |
| Admin fee / account holder | $267 | $6,790-96.1% | $10,614-97.5% | $5,651-95.3% |