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 | $127,291 |
TI TRUST SERVICES6 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 | $76,999 | $241,101-68.1% | $103,333-25.5% | $199,593-61.4% |
| Participation rate | 93.3% | 78.3%+15.0pp | 74.5%+18.8pp | 72.0%+21.4pp |
| Annual return | 17.08% | 17.80%-0.7pp | 24.88%-7.8pp | 34.25%-17.2pp |
| Employer contribution / active EE | $9,613 | $4,244+126.5% | $3,868+148.5% | $3,034+216.8% |
| Participant deferral / active EE | $2,734 | $3,958-30.9% | $5,057-45.9% | $5,087-46.3% |
| Admin fee / account holder | $78 | $288-73.0% | $8,355-99.1% | $269-71.2% |