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 |
|---|---|---|
DEFINITI LLC3 years Service code 13 · EIN 85-0833363 | Contract Administrator | $13,286 |
CJBS, LLC2 years Filed as: CJBS LLC Service code 99 2100 SANDERS ROAD, STE. 200 · NORTHBROOK, IL 60062 | Other Fees | $11,500 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 13 | Contract Administrator | $3,920 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,093 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,654 | $59,402-26.5% | $93,654-53.4% | $74,546-41.4% |
| Participation rate | 82.5% | 59.7%+22.9pp | 68.7%+13.8pp | 67.2%+15.3pp |
| Annual return | 12.03% | 81.86%-69.8pp | 133.34%-121.3pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $659 | $1,265-47.9% | $2,421-72.8% | $2,624-74.9% |
| Participant deferral / active EE | $1,791 | $3,049-41.2% | $4,413-59.4% | $4,347-58.8% |
| Admin fee / account holder | $273 | $3,023-91.0% | $8,282-96.7% | $1,944-86.0% |