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 9-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 |
|---|---|---|
CERTIFIED BENEFITS CORP4 years Service code 13 · EIN 59-3994091 | Contract Administrator | $14,615 |
CERTIFIED ADVISORY CORP3 years Service code 27 · EIN 59-3047790 | Advisory (Plan) | $10,978 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,549 | $129,095-93.4% | $184,200-95.4% | $77,671-89.0% |
| Participation rate | 86.1% | 87.3%-1.2pp | 86.8%-0.7pp | 70.6%+15.5pp |
| Annual return | 14.13% | 33.29%-19.2pp | 28.80%-14.7pp | 31.21%-17.1pp |
| Employer contribution / active EE | $0 | $4,410-100.0% | $6,424-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,665 | $7,300-77.2% | $9,132-81.8% | $4,648-64.2% |
| Admin fee / account holder | $83 | $256-67.7% | $13,907-99.4% | $430-80.8% |