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 | $26,348 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,031 | $91,407-1.5% | $135,903-33.8% | $71,457+26.0% |
| Participation rate | 99.2% | 75.7%+23.5pp | 81.9%+17.2pp | 67.9%+31.2pp |
| Annual return | 19.76% | 29.90%-10.1pp | 68.23%-48.5pp | 28.85%-9.1pp |
| Employer contribution / active EE | $3,576 | $3,703-3.4% | $4,856-26.4% | $2,588+38.2% |
| Participant deferral / active EE | $10,451 | $7,092+47.4% | $7,758+34.7% | $4,289+143.7% |
| Admin fee / account holder | $169 | $1,266-86.7% | $10,762-98.4% | $1,587-89.4% |