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 | $39,448 |
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 | $23,867 | $96,403-75.2% | $93,606-74.5% | $77,787-69.3% |
| Participation rate | 100.0% | 87.6%+12.4pp | 75.8%+24.2pp | 73.2%+26.8pp |
| Annual return | -36.37% | 39.36%-75.7pp | 32.76%-69.1pp | 32.57%-68.9pp |
| Employer contribution / active EE | $10,779 | $3,616+198.1% | $2,718+296.6% | $2,504+330.4% |
| Participant deferral / active EE | $0 | $5,341-100.0% | $4,069-100.0% | $3,967-100.0% |
| Admin fee / account holder | $19 | $90-78.7% | $7,888-99.8% | $100-81.0% |