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 7-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 06-1050034 | Contract Administrator | $36,032 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,253 | $63,442+42.3% | $68,791+31.2% | $66,914+34.9% |
| Participation rate | 97.8% | 60.0%+37.8pp | 69.0%+28.8pp | 69.8%+28.0pp |
| Annual return | -15.27% | -8.29%-7.0pp | -6.38%-8.9pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,894 | $1,775+63.0% | $2,655+9.0% | $2,544+13.7% |
| Participant deferral / active EE | $7,588 | $2,945+157.7% | $3,941+92.5% | $4,237+79.1% |
| Admin fee / account holder | $137 | $577-76.3% | $4,932-97.2% | $593-77.0% |