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 | $34,361 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $16,380 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,760 | $80,138-30.4% | $130,231-57.2% | $71,457-22.0% |
| Participation rate | 100.0% | 71.0%+29.0pp | 76.3%+23.7pp | 67.9%+32.1pp |
| Annual return | 15.45% | 16.81%-1.4pp | 38.77%-23.3pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,842 | $2,834-35.0% | $4,126-55.4% | $2,588-28.8% |
| Participant deferral / active EE | $3,802 | $4,641-18.1% | $6,799-44.1% | $4,289-11.3% |
| Admin fee / account holder | $264 | $1,035-74.5% | $6,020-95.6% | $1,587-83.3% |