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 9-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 | $25,350 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $5,000 |
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 | $26,519 | $65,061-59.2% | $143,757-81.6% | $66,914-60.4% |
| Participation rate | 95.0% | 65.2%+29.8pp | 80.3%+14.7pp | 69.8%+25.2pp |
| Annual return | -21.23% | -11.14%-10.1pp | -0.04%-21.2pp | 1.58%-22.8pp |
| Employer contribution / active EE | $2,224 | $2,361-5.8% | $4,951-55.1% | $2,544-12.6% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $213 | $502-57.6% | $14,673-98.5% | $593-64.1% |