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 | $16,943 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,540 | $73,638-66.7% | $95,952-74.4% | $73,488-66.6% |
| Participation rate | 90.8% | 76.2%+14.7pp | 77.1%+13.8pp | 70.7%+20.1pp |
| Annual return | 9.83% | 16.78%-6.9pp | 91.61%-81.8pp | 28.51%-18.7pp |
| Employer contribution / active EE | $1,950 | $1,863+4.6% | $2,541-23.3% | $2,270-14.1% |
| Participant deferral / active EE | $2,427 | $3,617-32.9% | $4,167-41.7% | $3,740-35.1% |
| Admin fee / account holder | $63 | $482-86.9% | $6,795-99.1% | $513-87.7% |