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 10-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 49 · EIN 39-1816008 | Other Services | $14,597 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,101 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,246 |
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 | $65,437 | $57,281+14.2% | $86,612-24.4% | $75,163-12.9% |
| Participation rate | 76.2% | 63.2%+13.0pp | 71.7%+4.5pp | 67.2%+9.0pp |
| Annual return | 9.99% | 2670.75%-2660.8pp | 591.07%-581.1pp | 160.62%-150.6pp |
| Employer contribution / active EE | $1,528 | $2,314-34.0% | $3,022-49.4% | $2,670-42.8% |
| Participant deferral / active EE | $3,306 | $3,318-0.4% | $4,438-25.5% | $4,125-19.9% |
| Admin fee / account holder | $167 | $4,112-95.9% | $5,614-97.0% | $5,651-97.0% |