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 8-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 | $29,557 |
Service code 17 · EIN 47-1411118 | Pension Consulting | $15,038 |
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 | $20,104 | $80,731-75.1% | $103,374-80.6% | $74,546-73.0% |
| Participation rate | 93.4% | 65.7%+27.7pp | 74.5%+18.9pp | 67.2%+26.2pp |
| Annual return | 18.82% | 27.56%-8.7pp | 24.89%-6.1pp | 1366.03%-1347.2pp |
| Employer contribution / active EE | $3,727 | $3,158+18.0% | $3,869-3.7% | $2,624+42.0% |
| Participant deferral / active EE | $4,641 | $3,860+20.2% | $5,058-8.2% | $4,347+6.8% |
| Admin fee / account holder | $208 | $2,369-91.2% | $8,394-97.5% | $1,944-89.3% |