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 41-0417830 | Contract Administrator | $8,725 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,767 | $99,957-17.2% | $149,696-44.7% | $73,488+12.6% |
| Participation rate | 97.1% | 75.7%+21.4pp | 82.5%+14.7pp | 70.7%+26.5pp |
| Annual return | 12.94% | 53.87%-40.9pp | 276.60%-263.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $4,880 | $3,191+52.9% | $4,644+5.1% | $2,270+115.0% |
| Participant deferral / active EE | $6,690 | $6,073+10.2% | $6,842-2.2% | $3,740+78.9% |
| Admin fee / account holder | $50 | $551-90.8% | $9,309-99.5% | $513-90.2% |