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 6-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 | $8,948 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,350 | $70,428-89.6% | $96,562-92.4% | $85,850-91.4% |
| Participation rate | 91.0% | 61.8%+29.2pp | 69.8%+21.2pp | 69.3%+21.7pp |
| Annual return | 24.73% | 18.59%+6.1pp | 37.78%-13.1pp | 318.53%-293.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,081 | $2,894-28.1% | $3,849-45.9% | $3,952-47.3% |
| Admin fee / account holder | $134 | $4,997-97.3% | $6,181-97.8% | $6,260-97.9% |