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 | $81,922 |
MOORE COLSON4 years Filed as: MOORE DOEREN MAYHEW Service code 49 · EIN 38-3182105 | Other Services | $14,500 |
RBC WEALTH MANAGEMENT2 years Service code 16 · EIN 41-1416330 | Consulting | $9,371 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,468 | $72,254+23.8% | $86,677+3.2% | $64,808+38.1% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.6%+15.2pp | 71.5%+20.3pp |
| Annual return | -15.56% | 392.42%-408.0pp | 35.91%-51.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $4,803 | $2,393+100.7% | $2,836+69.3% | $2,506+91.7% |
| Participant deferral / active EE | $4,200 | $4,658-9.8% | $4,656-9.8% | $4,310-2.6% |
| Admin fee / account holder | $245 | $174+41.0% | $7,493-96.7% | $188+30.6% |