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 | $27,340 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,312 | $61,272-53.8% | $149,673-81.1% | $71,457-60.4% |
| Participation rate | 97.1% | 62.5%+34.6pp | 78.8%+18.4pp | 67.9%+29.2pp |
| Annual return | 20.84% | 35.85%-15.0pp | 134.42%-113.6pp | 28.85%-8.0pp |
| Employer contribution / active EE | $2,821 | $2,378+18.6% | $4,818-41.4% | $2,588+9.0% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $194 | $1,261-84.6% | $13,210-98.5% | $1,587-87.8% |