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 86-1175988 | Contract Administrator | $20,529 |
DICLAUDIO & KRAMER, LLC3+ years Service code 10 · EIN 27-0889793 | Accounting | $5,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,560 | $63,346-24.9% | $92,233-48.4% | $70,131-32.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.48% | 530.12%-512.6pp | 176.28%-158.8pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,994 | $2,471+21.2% | $3,679-18.6% | $2,342+27.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $260 | $3,840-93.2% | $5,194-95.0% | $4,645-94.4% |