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 | $46,242 |
ENZA FINANCIAL LLC1 year Service code 27 · EIN 47-1337968 | Advisory (Plan) | $20,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,896 | $86,655-43.6% | $119,609-59.1% | $66,914-26.9% |
| Participation rate | 92.3% | 75.6%+16.7pp | 79.3%+13.0pp | 69.8%+22.5pp |
| Annual return | -12.59% | -8.00%-4.6pp | -14.97%+2.4pp | 1.58%-14.2pp |
| Employer contribution / active EE | $1,824 | $2,536-28.1% | $4,232-56.9% | $2,544-28.3% |
| Participant deferral / active EE | $4,473 | $4,358+2.6% | $5,602-20.2% | $4,237+5.6% |
| Admin fee / account holder | $262 | $755-65.3% | $10,323-97.5% | $593-55.8% |