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 | $21,529 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,260 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,289 | $62,127-43.2% | $81,382-56.6% | $74,495-52.6% |
| Participation rate | 76.7% | 64.0%+12.7pp | 69.5%+7.2pp | 67.2%+9.5pp |
| Annual return | 17.54% | 16.48%+1.1pp | 24.73%-7.2pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $885 | $1,882-53.0% | $2,463-64.1% | $2,623-66.3% |
| Participant deferral / active EE | $2,384 | $3,229-26.2% | $3,883-38.6% | $4,346-45.1% |
| Admin fee / account holder | $196 | $1,934-89.8% | $5,768-96.6% | $1,942-89.9% |