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 | $9,894 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,152 | $84,487-22.9% | $125,339-48.0% | $66,914-2.6% |
| Participation rate | 95.4% | 76.4%+19.0pp | 82.4%+13.1pp | 69.8%+25.6pp |
| Annual return | -15.61% | -8.39%-7.2pp | 572.05%-587.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $5,752 | $3,553+61.9% | $4,814+19.5% | $2,544+126.1% |
| Participant deferral / active EE | $7,588 | $6,781+11.9% | $7,446+1.9% | $4,237+79.1% |
| Admin fee / account holder | $43 | $685-93.7% | $10,010-99.6% | $593-92.8% |