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 | $103,379 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,348 | $81,908+49.4% | $90,749+34.8% | $64,808+88.8% |
| Participation rate | 95.7% | 80.5%+15.2pp | 75.7%+20.0pp | 71.5%+24.2pp |
| Annual return | -17.10% | -12.53%-4.6pp | -12.16%-4.9pp | 32.82%-49.9pp |
| Employer contribution / active EE | $4,341 | $3,065+41.6% | $2,921+48.6% | $2,506+73.2% |
| Participant deferral / active EE | $6,971 | $4,840+44.0% | $4,564+52.7% | $4,310+61.7% |
| Admin fee / account holder | $125 | $157-20.7% | $8,445-98.5% | $188-33.6% |