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 27 · EIN 47-1411118 | Advisory (Plan) | $22,520 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,639 |
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 | $22,873 | $95,274-76.0% | $135,903-83.2% | $74,419-69.3% |
| Participation rate | 81.2% | 78.2%+3.0pp | 81.9%-0.8pp | 70.7%+10.4pp |
| Annual return | 48.26% | 32.77%+15.5pp | 68.23%-20.0pp | 34.38%+13.9pp |
| Employer contribution / active EE | $1,501 | $3,874-61.3% | $4,856-69.1% | $2,637-43.1% |
| Participant deferral / active EE | $3,606 | $7,782-53.7% | $7,758-53.5% | $4,528-20.4% |
| Admin fee / account holder | $64 | $266-76.0% | $10,762-99.4% | $348-81.6% |