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 | $32,416 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,506 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,467 | $71,883+94.0% | $86,677+60.9% | $68,494+103.6% |
| Participation rate | 94.5% | 72.2%+22.3pp | 76.6%+17.9pp | 67.9%+26.6pp |
| Annual return | -15.61% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $6,849 | $2,173+215.2% | $2,836+141.5% | $2,596+163.8% |
| Participant deferral / active EE | $7,815 | $3,779+106.8% | $4,656+67.9% | $4,027+94.0% |
| Admin fee / account holder | $192 | $6,112-96.9% | $7,493-97.4% | $5,403-96.4% |