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 | $81,718 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $45,691 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,940 | $100,227-51.2% | $169,993-71.2% | $74,419-34.2% |
| Participation rate | 96.5% | 87.3%+9.2pp | 87.0%+9.5pp | 70.7%+25.8pp |
| Annual return | 16.99% | 66.08%-49.1pp | 53.37%-36.4pp | 34.38%-17.4pp |
| Employer contribution / active EE | $3,754 | $4,263-11.9% | $6,785-44.7% | $2,637+42.3% |
| Participant deferral / active EE | $6,334 | $7,143-11.3% | $10,408-39.1% | $4,528+39.9% |
| Admin fee / account holder | $221 | $234-5.6% | $12,815-98.3% | $348-36.4% |