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 5-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 17 · EIN 13-5674085 | Pension Consulting | $46,980 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,190 |
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 | $97,075 | $89,436+8.5% | $164,813-41.1% | $77,643+25.0% |
| Participation rate | 95.0% | 78.6%+16.4pp | 78.6%+16.4pp | 70.6%+24.4pp |
| Annual return | 9.42% | 28.83%-19.4pp | 69.93%-60.5pp | 31.24%-21.8pp |
| Employer contribution / active EE | $4,908 | $2,569+91.1% | $4,341+13.1% | $2,726+80.1% |
| Participant deferral / active EE | $2,913 | $4,897-40.5% | $6,031-51.7% | $4,647-37.3% |
| Admin fee / account holder | $298 | $339-12.1% | $12,690-97.6% | $430-30.7% |