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 | $26,316 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $22,904 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,162 | $86,655-47.9% | $119,609-62.2% | $66,914-32.5% |
| Participation rate | 95.9% | 75.6%+20.3pp | 79.3%+16.6pp | 69.8%+26.1pp |
| Annual return | -9.23% | -8.00%-1.2pp | -14.97%+5.7pp | 1.58%-10.8pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,872 | $4,358+103.6% | $5,602+58.4% | $4,237+109.4% |
| Admin fee / account holder | $293 | $755-61.2% | $10,323-97.2% | $593-50.6% |