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 17 · EIN 13-2638166 | Pension Consulting | $40,517 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $17,822 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,945 | $74,188-56.9% | $115,756-72.4% | $64,808-50.7% |
| Participation rate | 92.1% | 76.2%+15.9pp | 77.1%+15.0pp | 71.5%+20.6pp |
| Annual return | -16.01% | -11.81%-4.2pp | 143.14%-159.1pp | 32.82%-48.8pp |
| Employer contribution / active EE | $0 | $3,365-100.0% | $3,793-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,253 | $5,294-38.6% | $6,254-48.0% | $4,310-24.5% |
| Admin fee / account holder | $117 | $148-21.1% | $8,124-98.6% | $188-37.7% |