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 |
|---|---|---|
US BANK3 years Filed as: USBANK Service code 13 · EIN 31-0841368 | Contract Administrator | $7,225 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,625 | $33,067+125.7% | $76,523-2.5% | $56,287+32.6% |
| Participation rate | 99.4% | 55.4%+44.0pp | 68.0%+31.4pp | 69.9%+29.6pp |
| Annual return | 26.53% | 2.72%+23.8pp | -0.27%+26.8pp | -9.96%+36.5pp |
| Employer contribution / active EE | $41 | $1,200-96.6% | $2,647-98.5% | $2,111-98.1% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,835-100.0% | $3,350-100.0% |
| Admin fee / account holder | $16 | $537-97.0% | $4,848-99.7% | $521-96.9% |