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 | $42,743 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,720 |
Filed as: OLSEN THIELEN AND CO. LT Service code 10 · EIN 41-1360831 | Accounting | $15,669 |
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 | $95,443 | $96,484-1.1% | $156,263-38.9% | $74,304+28.4% |
| Participation rate | 85.0% | 67.7%+17.3pp | 78.9%+6.1pp | 60.3%+24.7pp |
| Annual return | 10.62% | 17.73%-7.1pp | 59.47%-48.9pp | 29.43%-18.8pp |
| Employer contribution / active EE | $3,667 | $2,528+45.0% | $4,333-15.4% | $2,241+63.6% |
| Participant deferral / active EE | $3,144 | $4,286-26.6% | $6,158-48.9% | $3,767-16.5% |
| Admin fee / account holder | $256 | $3,728-93.1% | $14,255-98.2% | $2,969-91.4% |