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 17 6409 81ST STREET · CABIN JOHN, MD 20818 | Pension Consulting | $12,000 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $2,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,289 | $26,549+119.6% | $61,373-5.0% | $66,914-12.9% |
| Participation rate | 55.3% | 38.1%+17.2pp | 52.6%+2.8pp | 69.8%-14.5pp |
| Annual return | -14.90% | -16.21%+1.3pp | 338.61%-353.5pp | 1.58%-16.5pp |
| Employer contribution / active EE | $440 | $651-32.5% | $1,159-62.1% | $2,544-82.7% |
| Participant deferral / active EE | $2,443 | $1,338+82.6% | $2,125+15.0% | $4,237-42.3% |
| Admin fee / account holder | $194 | $409-52.5% | $2,130-90.9% | $593-67.3% |