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 | $59,540 |
Filed as: INVESTMENT RESEARCH & AD Service code 27 · EIN 32-0438196 | Advisory (Plan) | $23,737 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,645 | $69,823+24.1% | $77,163+12.3% | $74,419+16.4% |
| Participation rate | 97.5% | 70.0%+27.5pp | 69.6%+28.0pp | 70.7%+26.8pp |
| Annual return | 15.73% | 19.98%-4.2pp | 37.87%-22.1pp | 34.38%-18.6pp |
| Employer contribution / active EE | $6,210 | $2,150+188.8% | $2,535+145.0% | $2,637+135.4% |
| Participant deferral / active EE | $7,708 | $3,558+116.7% | $3,833+101.1% | $4,528+70.2% |
| Admin fee / account holder | $188 | $398-52.8% | $5,472-96.6% | $348-46.0% |