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 | $33,577 |
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 | $33,017 | $55,415-40.4% | $155,509-78.8% | $74,495-55.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 17.18% | 268.50%-251.3pp | 64.67%-47.5pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $2,785 | $2,267+22.8% | $4,672-40.4% | $2,623+6.2% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $233 | $1,738-86.6% | $15,912-98.5% | $1,942-88.0% |