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 |
|---|---|---|
B. CHAPIN4 years Filed as: CHAPIN, DAVIS Service code 27 · EIN 52-1715615 | Advisory (Plan) | $26,834 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,796 |
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 | $39,048 | $86,655-54.9% | $119,609-67.4% | $66,914-41.6% |
| Participation rate | 94.2% | 75.6%+18.7pp | 79.3%+15.0pp | 69.8%+24.4pp |
| Annual return | -18.68% | -8.00%-10.7pp | -14.97%-3.7pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,921 | $2,536+15.2% | $4,232-31.0% | $2,544+14.8% |
| Participant deferral / active EE | $3,152 | $4,358-27.7% | $5,602-43.7% | $4,237-25.6% |
| Admin fee / account holder | $249 | $755-67.0% | $10,323-97.6% | $593-58.0% |