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 | $16,299 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,411 | $99,957-30.6% | $149,696-53.6% | $73,488-5.5% |
| Participation rate | 98.3% | 75.7%+22.6pp | 82.5%+15.8pp | 70.7%+27.6pp |
| Annual return | 31.13% | 53.87%-22.7pp | 276.60%-245.5pp | 28.51%+2.6pp |
| Employer contribution / active EE | $4,934 | $3,191+54.6% | $4,644+6.2% | $2,270+117.4% |
| Participant deferral / active EE | $8,166 | $6,073+34.5% | $6,842+19.4% | $3,740+118.4% |
| Admin fee / account holder | $122 | $551-77.9% | $9,309-98.7% | $513-76.3% |