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 13-4238973 | Contract Administrator | $40,107 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,457 | $134,045-79.5% | $80,019-65.7% | $75,289-63.5% |
| Participation rate | 100.0% | 85.8%+14.2pp | 75.8%+24.2pp | 72.4%+27.6pp |
| Annual return | -38.62% | -0.56%-38.1pp | 11.22%-49.8pp | -0.04%-38.6pp |
| Employer contribution / active EE | $10,461 | $3,492+199.5% | $2,468+323.9% | $2,405+335.0% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $3,686-100.0% | $3,739-100.0% |
| Admin fee / account holder | $18 | $124-85.2% | $6,521-99.7% | $102-82.0% |