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) | $35,884 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $22,710 |
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 | $22,345 | $76,670-70.9% | $96,683-76.9% | $71,457-68.7% |
| Participation rate | 95.7% | 66.6%+29.1pp | 74.3%+21.4pp | 67.9%+27.8pp |
| Annual return | 13.14% | 48.29%-35.2pp | 35.69%-22.6pp | 28.85%-15.7pp |
| Employer contribution / active EE | $2,214 | $3,031-27.0% | $3,737-40.7% | $2,588-14.4% |
| Participant deferral / active EE | $3,247 | $3,771-13.9% | $4,878-33.4% | $4,289-24.3% |
| Admin fee / account holder | $182 | $2,028-91.0% | $6,730-97.3% | $1,587-88.5% |