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 5-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 | $12,971 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,613 |
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 | $20,294 | $84,487-76.0% | $125,339-83.8% | $66,914-69.7% |
| Participation rate | 82.2% | 76.4%+5.8pp | 82.4%-0.1pp | 69.8%+12.4pp |
| Annual return | 38.04% | -8.39%+46.4pp | 572.05%-534.0pp | 1.58%+36.5pp |
| Employer contribution / active EE | $1,785 | $3,553-49.8% | $4,814-62.9% | $2,544-29.9% |
| Participant deferral / active EE | $4,150 | $6,781-38.8% | $7,446-44.3% | $4,237-2.0% |
| Admin fee / account holder | $45 | $685-93.5% | $10,010-99.6% | $593-92.5% |