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 7-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 47-4307706 300 MONTGOMERY ST, SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $22,707 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,718 | $79,013-58.6% | $100,391-67.4% | $74,495-56.1% |
| Participation rate | 86.1% | 79.5%+6.7pp | 81.5%+4.7pp | 67.2%+18.9pp |
| Annual return | 14.53% | 20.41%-5.9pp | 49.20%-34.7pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $4,078 | $3,021+35.0% | $3,942+3.5% | $2,623+55.5% |
| Participant deferral / active EE | $6,498 | $7,760-16.3% | $8,082-19.6% | $4,346+49.5% |
| Admin fee / account holder | $145 | $1,320-89.0% | $7,899-98.2% | $1,942-92.6% |