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) | $33,491 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,514 |
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 | $30,763 | $106,028-71.0% | $146,958-79.1% | $77,643-60.4% |
| Participation rate | 82.7% | 78.4%+4.4pp | 82.2%+0.6pp | 70.6%+12.1pp |
| Annual return | 13.72% | 56.73%-43.0pp | 418.34%-404.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,557 | $4,063-61.7% | $4,933-68.4% | $2,726-42.9% |
| Participant deferral / active EE | $4,415 | $7,990-44.7% | $8,070-45.3% | $4,647-5.0% |
| Admin fee / account holder | $104 | $337-69.2% | $12,998-99.2% | $430-75.9% |