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 | $31,303 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $9,084 |
Annual investment return 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 | $13,674 | $87,013-84.3% | $106,213-87.1% | $80,856-83.1% |
| Participation rate | 84.7% | 70.4%+14.3pp | 75.3%+9.4pp | 67.6%+17.1pp |
| Annual return | 10.06% | 17.05%-7.0pp | 116.14%-106.1pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,726 | $2,395-27.9% | $3,171-45.6% | $2,755-37.3% |
| Participant deferral / active EE | $2,192 | $3,986-45.0% | $5,016-56.3% | $4,296-49.0% |
| Admin fee / account holder | $277 | $8,431-96.7% | $11,033-97.5% | $6,918-96.0% |