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 7-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 | $24,754 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,199 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,461 | $62,127-47.8% | $81,382-60.1% | $74,495-56.4% |
| Participation rate | 92.9% | 64.0%+28.8pp | 69.5%+23.4pp | 67.2%+25.7pp |
| Annual return | 10.06% | 16.48%-6.4pp | 24.73%-14.7pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $1,343 | $1,882-28.7% | $2,463-45.5% | $2,623-48.8% |
| Participant deferral / active EE | $2,292 | $3,229-29.0% | $3,883-41.0% | $4,346-47.3% |
| Admin fee / account holder | $195 | $1,934-89.9% | $5,768-96.6% | $1,942-90.0% |