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 | $211,668 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,167 | $67,512-62.7% | $185,823-86.5% | $93,030-72.9% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 17.49% | 21.04%-3.5pp | 122.05%-104.6pp | 158.70%-141.2pp |
| Employer contribution / active EE | $2,216 | $1,783+24.3% | $5,167-57.1% | $2,706-18.1% |
| Participant deferral / active EE | $2,470 | $3,035-18.6% | $5,568-55.6% | $4,562-45.9% |
| Admin fee / account holder | $93 | $318-70.8% | $16,237-99.4% | $152-38.9% |