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 26 · EIN 56-1616567 | Advisory (Participants) | $60,166 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $15,334 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,166 | $64,119-77.9% | $112,228-87.4% | $66,914-78.8% |
| Participation rate | 95.6% | 68.5%+27.1pp | 75.1%+20.5pp | 69.8%+25.8pp |
| Annual return | -18.70% | -13.81%-4.9pp | 27.45%-46.1pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,690 | $3,005-10.5% | $3,635-26.0% | $2,544+5.7% |
| Participant deferral / active EE | $3,699 | $3,693+0.1% | $4,728-21.8% | $4,237-12.7% |
| Admin fee / account holder | $163 | $625-74.0% | $6,410-97.5% | $593-72.6% |