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 | $9,747 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,774 | $71,516+43.7% | $98,439+4.4% | $71,457+43.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 13.29% | 32.41%-19.1pp | 21.16%-7.9pp | 28.85%-15.6pp |
| Employer contribution / active EE | $3,548 | $2,399+47.9% | $3,048+16.4% | $2,588+37.1% |
| Participant deferral / active EE | $7,459 | $4,109+81.5% | $4,738+57.4% | $4,289+73.9% |
| Admin fee / account holder | $44 | $1,675-97.4% | $8,948-99.5% | $1,587-97.2% |