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 3-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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINSTRATIVE SERVICE Service code 12 · EIN 16-1503696 | Trustee (bank, trust company, or simi... | $63,826 |
Employer contribution per participant 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 | $69,908 | $88,480-21.0% | $96,683-27.7% | $80,160-12.8% |
| Participation rate | 93.1% | 79.9%+13.3pp | 74.3%+18.8pp | 72.9%+20.2pp |
| Annual return | 15.98% | 22.53%-6.6pp | 35.69%-19.7pp | 40.38%-24.4pp |
| Employer contribution / active EE | $837 | $4,176-80.0% | $3,737-77.6% | $2,978-71.9% |
| Participant deferral / active EE | $4,926 | $3,959+24.4% | $4,878+1.0% | $5,017-1.8% |
| Admin fee / account holder | $43 | $212-79.6% | $6,730-99.4% | $145-70.1% |