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 | $23,099 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $6,963 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,672 | $71,516-85.1% | $98,439-89.2% | $71,457-85.1% |
| Participation rate | 96.3% | 72.7%+23.6pp | 75.2%+21.1pp | 67.9%+28.3pp |
| Annual return | 15.58% | 32.41%-16.8pp | 21.16%-5.6pp | 28.85%-13.3pp |
| Employer contribution / active EE | $937 | $2,399-60.9% | $3,048-69.2% | $2,588-63.8% |
| Participant deferral / active EE | $1,091 | $4,109-73.5% | $4,738-77.0% | $4,289-74.6% |
| Admin fee / account holder | $200 | $1,675-88.0% | $8,948-97.8% | $1,587-87.4% |