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 | $51,087 |
Filed as: THE PATRIOT FINANCIAL GROUP, LLC Service code 27 · EIN 90-0138117 | Advisory (Plan) | $30,350 |
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 | $37,686 | $119,446-68.4% | $150,045-74.9% | $85,563-56.0% |
| Participation rate | 88.2% | 75.4%+12.8pp | 82.3%+5.9pp | 66.0%+22.3pp |
| Annual return | 17.56% | 23.72%-6.2pp | 62.55%-45.0pp | 31.51%-14.0pp |
| Employer contribution / active EE | $1,879 | $4,078-53.9% | $4,693-60.0% | $2,654-29.2% |
| Participant deferral / active EE | $4,331 | $7,985-45.8% | $7,997-45.8% | $4,375-1.0% |
| Admin fee / account holder | $187 | $548-65.8% | $13,435-98.6% | $834-77.6% |