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 27 · EIN 59-3766965 | Advisory (Plan) | $141,014 |
Service code 13 · EIN 31-1360674 | Contract Administrator | $58,643 |
Service code 10 · EIN 31-1311065 | Accounting | $18,886 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,545 | $122,693-38.4% | $184,203-59.0% | $199,593-62.2% |
| Participation rate | 85.0% | 86.8%-1.8pp | 86.8%-1.8pp | 72.0%+13.0pp |
| Annual return | 16.15% | 143.91%-127.8pp | 28.81%-12.7pp | 34.25%-18.1pp |
| Employer contribution / active EE | $3,397 | $4,584-25.9% | $6,427-47.1% | $3,034+12.0% |
| Participant deferral / active EE | $7,232 | $7,990-9.5% | $9,131-20.8% | $5,087+42.2% |
| Admin fee / account holder | $190 | $121+57.5% | $13,901-98.6% | $269-29.4% |