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 | $17,057 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $6,614 |
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 | $21,191 | $84,556-74.9% | $116,228-81.8% | $74,304-71.5% |
| Participation rate | 91.9% | 66.0%+25.9pp | 74.6%+17.3pp | 60.3%+31.5pp |
| Annual return | 13.08% | 18.35%-5.3pp | 90.06%-77.0pp | 29.43%-16.3pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,976 | $3,814-22.0% | $4,953-39.9% | $3,767-21.0% |
| Admin fee / account holder | $196 | $3,792-94.8% | $11,989-98.4% | $2,969-93.4% |