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 | $80,167 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,098 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,685 | $65,908-4.9% | $81,812-23.4% | $77,643-19.3% |
| Participation rate | 98.8% | 65.8%+33.0pp | 72.3%+26.4pp | 70.6%+28.2pp |
| Annual return | 12.92% | 26.64%-13.7pp | 773.79%-760.9pp | 31.24%-18.3pp |
| Employer contribution / active EE | $2,073 | $2,370-12.6% | $2,912-28.8% | $2,726-24.0% |
| Participant deferral / active EE | $6,884 | $3,505+96.4% | $4,319+59.4% | $4,647+48.1% |
| Admin fee / account holder | $127 | $526-75.8% | $7,386-98.3% | $430-70.5% |