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 9-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 | $27,158 |
Service code 27 · EIN 27-4250417 | Advisory (Plan) | $10,611 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,277 | $28,601-50.1% | $71,735-80.1% | $66,914-78.7% |
| Participation rate | 89.7% | 56.7%+33.0pp | 62.3%+27.4pp | 69.8%+19.9pp |
| Annual return | -18.26% | -10.90%-7.4pp | 9.14%-27.4pp | 1.58%-19.8pp |
| Employer contribution / active EE | $567 | $1,104-48.6% | $1,704-66.7% | $2,544-77.7% |
| Participant deferral / active EE | $2,653 | $1,912+38.8% | $2,658-0.2% | $4,237-37.4% |
| Admin fee / account holder | $194 | $506-61.7% | $3,974-95.1% | $593-67.3% |