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 | $29,156 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $10,510 |
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 | $13,095 | $27,827-52.9% | $65,255-79.9% | $71,457-81.7% |
| Participation rate | 87.2% | 57.6%+29.6pp | 65.0%+22.3pp | 67.9%+19.3pp |
| Annual return | 16.26% | 41.58%-25.3pp | 47.35%-31.1pp | 28.85%-12.6pp |
| Employer contribution / active EE | $314 | $1,405-77.6% | $1,691-81.4% | $2,588-87.9% |
| Participant deferral / active EE | $2,327 | $1,861+25.0% | $2,831-17.8% | $4,289-45.7% |
| Admin fee / account holder | $153 | $3,850-96.0% | $4,112-96.3% | $1,587-90.4% |