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 | $105,113 |
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 | $136,393 | $84,784+60.9% | $98,439+38.6% | $74,419+83.3% |
| Participation rate | 94.7% | 81.5%+13.2pp | 75.2%+19.5pp | 70.7%+24.0pp |
| Annual return | 19.20% | 20.59%-1.4pp | 21.16%-2.0pp | 34.38%-15.2pp |
| Employer contribution / active EE | $4,690 | $3,364+39.4% | $3,048+53.9% | $2,637+77.8% |
| Participant deferral / active EE | $7,028 | $5,218+34.7% | $4,738+48.3% | $4,528+55.2% |
| Admin fee / account holder | $122 | $204-40.5% | $8,948-98.6% | $348-65.0% |