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 | $198,872 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $94,186 |
JONES POUNDER1 year Filed as: JONES, POUNDER & ASSOCIA Service code 10 · EIN 57-0725618 | Accounting | $10,305 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,705 | $106,028-16.3% | $146,958-39.6% | $77,643+14.2% |
| Participation rate | 95.0% | 78.4%+16.7pp | 82.2%+12.9pp | 70.6%+24.5pp |
| Annual return | 14.98% | 56.73%-41.7pp | 418.34%-403.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $2,288 | $4,063-43.7% | $4,933-53.6% | $2,726-16.1% |
| Participant deferral / active EE | $8,081 | $7,990+1.1% | $8,070+0.1% | $4,647+73.9% |
| Admin fee / account holder | $269 | $337-20.2% | $12,998-97.9% | $430-37.5% |