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 13 · EIN 42-0127290 | Contract Administrator | $13,615 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $13,404 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,540 | $65,435-53.3% | $86,677-64.8% | $66,914-54.4% |
| Participation rate | 85.8% | 75.5%+10.3pp | 76.6%+9.2pp | 69.8%+16.0pp |
| Annual return | -16.21% | -10.89%-5.3pp | 35.91%-52.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,668 | $2,153-22.6% | $2,836-41.2% | $2,544-34.5% |
| Participant deferral / active EE | $3,223 | $4,100-21.4% | $4,656-30.8% | $4,237-23.9% |
| Admin fee / account holder | $265 | $642-58.6% | $7,493-96.5% | $593-55.3% |