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 14 · EIN 04-2647786 | Plan Administrator | $30,795 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,782 | $89,753-36.7% | $107,525-47.2% | $84,808-33.0% |
| Participation rate | 87.7% | 68.1%+19.6pp | 75.1%+12.6pp | 68.3%+19.4pp |
| Annual return | 15.80% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,076 | $3,113-1.2% | $3,754-18.1% | $2,631+16.9% |
| Participant deferral / active EE | $5,403 | $4,056+33.2% | $5,116+5.6% | $4,212+28.3% |
| Admin fee / account holder | $273 | $7,222-96.2% | $8,919-96.9% | $7,344-96.3% |