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 27 · EIN 53-0181291 | Advisory (Plan) | $55,379 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $43,693 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,528 | $130,141-30.4% | $86,677+4.4% | $77,904+16.2% |
| Participation rate | 100.0% | 85.9%+14.1pp | 76.6%+23.4pp | 73.7%+26.3pp |
| Annual return | -13.20% | -12.75%-0.5pp | 35.91%-49.1pp | 12.21%-25.4pp |
| Employer contribution / active EE | $3,492 | $3,220+8.4% | $2,836+23.1% | $2,848+22.6% |
| Participant deferral / active EE | $4,307 | $5,757-25.2% | $4,656-7.5% | $4,806-10.4% |
| Admin fee / account holder | $58 | $132-56.3% | $7,493-99.2% | $133-56.5% |