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 10-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 | $22,400 |
Filed as: BERNTSON PORTER & COMPANY, PLLC Service code 10 · EIN 91-1308574 | Accounting | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,193 | $99,957-57.8% | $149,696-71.8% | $73,488-42.6% |
| Participation rate | 97.2% | 75.7%+21.5pp | 82.5%+14.7pp | 70.7%+26.5pp |
| Annual return | 14.24% | 53.87%-39.6pp | 276.60%-262.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $2,402 | $3,191-24.7% | $4,644-48.3% | $2,270+5.8% |
| Participant deferral / active EE | $3,417 | $6,073-43.7% | $6,842-50.1% | $3,740-8.6% |
| Admin fee / account holder | $294 | $551-46.6% | $9,309-96.8% | $513-42.7% |