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 41-0955056 7365 KIRKWOOD COURT N, SUITE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $15,980 |
Service code 16 29 SAWYER ROAD · WALTHAM, MA 024533483 | Consulting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,287 | $65,061-61.1% | $143,757-82.4% | $66,914-62.2% |
| Participation rate | 84.4% | 65.2%+19.3pp | 80.3%+4.1pp | 69.8%+14.6pp |
| Annual return | -15.46% | -11.14%-4.3pp | -0.04%-15.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,602 | $2,361-32.2% | $4,951-67.6% | $2,544-37.0% |
| Participant deferral / active EE | $2,952 | $2,919+1.1% | $5,637-47.6% | $4,237-30.3% |
| Admin fee / account holder | $152 | $502-69.7% | $14,673-99.0% | $593-74.4% |