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 | $47,588 |
ENZA FINANCIAL LLC2 years Service code 27 · EIN 47-1337968 | Advisory (Plan) | $18,458 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,502 | $82,978-35.5% | $129,995-58.8% | $71,457-25.1% |
| Participation rate | 92.9% | 74.1%+18.8pp | 78.5%+14.4pp | 67.9%+25.0pp |
| Annual return | 13.37% | 20.60%-7.2pp | -137.18%+150.5pp | 28.85%-15.5pp |
| Employer contribution / active EE | $1,960 | $2,622-25.2% | $4,320-54.6% | $2,588-24.2% |
| Participant deferral / active EE | $4,349 | $4,432-1.9% | $5,820-25.3% | $4,289+1.4% |
| Admin fee / account holder | $252 | $1,729-85.4% | $10,614-97.6% | $1,587-84.1% |