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 06-1050034 | Contract Administrator | $32,360 |
BFSG LLC1 year Service code 27 · EIN 20-8161914 | Advisory (Plan) | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,442 | $64,612+89.5% | $86,436+41.7% | $64,808+88.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -15.91% | 0.66%-16.6pp | 4394.89%-4410.8pp | 32.82%-48.7pp |
| Employer contribution / active EE | $1,400 | $2,744-49.0% | $3,769-62.9% | $2,506-44.1% |
| Participant deferral / active EE | $7,509 | $7,497+0.2% | $6,952+8.0% | $4,310+74.2% |
| Admin fee / account holder | $53 | $169-68.5% | $6,731-99.2% | $188-71.6% |