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 | $26,533 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,266 | $104,475-24.1% | $159,436-50.3% | $79,386-0.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 17.40% | 67.95%-50.6pp | 263.57%-246.2pp | 116.85%-99.5pp |
| Employer contribution / active EE | $2,609 | $3,417-23.6% | $4,829-46.0% | $2,427+7.5% |
| Participant deferral / active EE | $7,917 | $6,467+22.4% | $7,352+7.7% | $4,046+95.7% |
| Admin fee / account holder | $178 | $711-75.0% | $10,799-98.4% | $626-71.6% |