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 | $81,105 |
Filed as: SWBC INVESTMENT ADVISORY Service code 27 · EIN 75-1553739 | Advisory (Plan) | $22,923 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,303 | $104,919-3.4% | $116,228-12.8% | $85,563+18.4% |
| Participation rate | 97.2% | 78.6%+18.6pp | 74.6%+22.7pp | 66.0%+31.3pp |
| Annual return | 15.33% | 15.38%-0.1pp | 90.06%-74.7pp | 31.51%-16.2pp |
| Employer contribution / active EE | $1,118 | $3,485-67.9% | $2,994-62.7% | $2,654-57.9% |
| Participant deferral / active EE | $6,894 | $5,306+29.9% | $4,953+39.2% | $4,375+57.6% |
| Admin fee / account holder | $168 | $429-60.8% | $11,989-98.6% | $834-79.9% |