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 9-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 42-0127290 | Contract Administrator | $59,183 |
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 | $14,191 | $96,486-85.3% | $153,432-90.8% | $77,671-81.7% |
| Participation rate | 96.2% | 81.6%+14.6pp | 77.1%+19.2pp | 70.6%+25.7pp |
| Annual return | 1.63% | 14.44%-12.8pp | 15.66%-14.0pp | 31.21%-29.6pp |
| Employer contribution / active EE | $4,161 | $5,224-20.4% | $5,038-17.4% | $2,726+52.6% |
| Participant deferral / active EE | $4,106 | $6,609-37.9% | $6,757-39.2% | $4,648-11.7% |
| Admin fee / account holder | $70 | $182-61.7% | $12,725-99.5% | $430-83.8% |