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 42-0127290 | Contract Administrator | $68,317 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,045 | $40,278+86.3% | $80,569-6.9% | $80,160-6.4% |
| Participation rate | 81.8% | 47.5%+34.3pp | 67.0%+14.8pp | 72.9%+8.9pp |
| Annual return | 19.40% | 50.86%-31.5pp | 935.43%-916.0pp | 40.38%-21.0pp |
| Employer contribution / active EE | $1,572 | $1,332+18.0% | $2,723-42.3% | $2,978-47.2% |
| Participant deferral / active EE | $5,622 | $2,696+108.6% | $4,447+26.4% | $5,017+12.1% |
| Admin fee / account holder | $49 | $210-76.7% | $5,377-99.1% | $145-66.2% |