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 41-0417830 | Contract Administrator | $41,048 |
Service code 17 6409 81ST STREET · CABIN JOHN, MD 20818 | Pension Consulting | $12,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,749 | $30,086-87.5% | $61,373-93.9% | $64,808-94.2% |
| Participation rate | 92.7% | 36.4%+56.4pp | 52.6%+40.2pp | 71.5%+21.3pp |
| Annual return | -17.90% | -13.99%-3.9pp | 338.61%-356.5pp | 32.82%-50.7pp |
| Employer contribution / active EE | $840 | $536+56.6% | $1,159-27.6% | $2,506-66.5% |
| Participant deferral / active EE | $261 | $1,126-76.8% | $2,125-87.7% | $4,310-93.9% |
| Admin fee / account holder | $59 | $148-60.3% | $2,130-97.2% | $188-68.7% |