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 13 · EIN 42-0127290 | Contract Administrator | $115,677 |
TI TRUST SERVICES5 years Service code 21 · EIN 20-1171923 | Bank Trustee | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,599 | $88,480-19.1% | $96,683-25.9% | $80,160-10.7% |
| Participation rate | 88.8% | 79.9%+8.9pp | 74.3%+14.5pp | 72.9%+15.9pp |
| Annual return | 18.28% | 22.53%-4.2pp | 35.69%-17.4pp | 40.38%-22.1pp |
| Employer contribution / active EE | $7,774 | $4,176+86.1% | $3,737+108.0% | $2,978+161.1% |
| Participant deferral / active EE | $2,484 | $3,959-37.2% | $4,878-49.1% | $5,017-50.5% |
| Admin fee / account holder | $79 | $212-62.7% | $6,730-98.8% | $145-45.4% |