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 | $16,867 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,246 | $102,553-14.9% | $151,611-42.5% | $66,914+30.4% |
| Participation rate | 99.2% | 85.5%+13.7pp | 87.5%+11.7pp | 69.8%+29.4pp |
| Annual return | -12.48% | -10.82%-1.7pp | 3.33%-15.8pp | 1.58%-14.1pp |
| Employer contribution / active EE | $4,501 | $4,180+7.7% | $6,166-27.0% | $2,544+76.9% |
| Participant deferral / active EE | $5,500 | $6,641-17.2% | $8,363-34.2% | $4,237+29.8% |
| Admin fee / account holder | $110 | $630-82.6% | $11,616-99.1% | $593-81.5% |