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 | $91,760+4.0% | $156,181-38.9% | $67,986+40.4% |
| Participation rate | 85.0% | 65.0%+20.0pp | 78.8%+6.2pp | 57.2%+27.8pp |
| Annual return | 10.62% | 18.14%-7.5pp | 64.87%-54.3pp | 31.67%-21.0pp |
| Employer contribution / active EE | $3,667 | $2,419+51.6% | $4,294-14.6% | $2,019+81.7% |
| Participant deferral / active EE | $3,144 | $3,960-20.6% | $6,132-48.7% | $3,358-6.4% |
| Admin fee / account holder | $256 | $3,949-93.5% | $14,586-98.2% | $3,203-92.0% |