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 | $6,820 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $6,217 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $888 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,035 | $86,929-64.3% | $102,423-69.7% | $80,856-61.6% |
| Participation rate | 70.3% | 72.4%-2.0pp | 76.5%-6.2pp | 67.6%+2.7pp |
| Annual return | 10.99% | 18.88%-7.9pp | 29.32%-18.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,051 | $4,118-50.2% | $5,053-59.4% | $4,296-52.2% |
| Admin fee / account holder | $282 | $8,049-96.5% | $9,451-97.0% | $6,918-95.9% |