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 06-1050034 | Contract Administrator | $45,536 |
Filed as: THORNHILL FINANCIAL, LLC Service code 27 · EIN 34-1818419 | Advisory (Plan) | $13,000 |
Annual investment return 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 | $112,867 | $144,996-22.2% | $111,297+1.4% | $93,030+21.3% |
| Participation rate | 96.7% | 86.2%+10.5pp | 77.3%+19.4pp | 73.9%+22.8pp |
| Annual return | 11.36% | 18.26%-6.9pp | 54.65%-43.3pp | 158.70%-147.3pp |
| Employer contribution / active EE | $3,368 | $3,056+10.2% | $2,731+23.3% | $2,706+24.5% |
| Participant deferral / active EE | $3,946 | $5,587-29.4% | $4,487-12.1% | $4,562-13.5% |
| Admin fee / account holder | $31 | $103-69.8% | $7,964-99.6% | $152-79.4% |