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 | $35,281 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,515 | $100,923+31.3% | $150,045-11.7% | $74,304+78.3% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.3%+13.9pp | 60.3%+35.9pp |
| Annual return | 15.91% | 51.77%-35.9pp | 62.55%-46.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $3,611 | $3,463+4.3% | $4,693-23.1% | $2,241+61.1% |
| Participant deferral / active EE | $10,725 | $6,709+59.9% | $7,997+34.1% | $3,767+184.7% |
| Admin fee / account holder | $243 | $2,767-91.2% | $13,435-98.2% | $2,969-91.8% |