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 | $76,407 |
EXPERIENTIAL WEALTH, INC.2 years Service code 17 6409 81ST STREET · CABIN JOHN, MD 20818 | Pension Consulting | $12,000 |
Annual investment return 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 | $5,358 | $26,114-79.5% | $58,482-90.8% | $74,419-92.8% |
| Participation rate | 91.4% | 32.1%+59.3pp | 50.9%+40.5pp | 70.7%+20.7pp |
| Annual return | 11.99% | 32.51%-20.5pp | 4239.32%-4227.3pp | 34.38%-22.4pp |
| Employer contribution / active EE | $253 | $536-52.8% | $1,053-76.0% | $2,637-90.4% |
| Participant deferral / active EE | $2,069 | $1,075+92.5% | $1,924+7.5% | $4,528-54.3% |
| Admin fee / account holder | $58 | $649-91.1% | $2,516-97.7% | $348-83.3% |