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 | $1,115 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,995 | $53,777+19.0% | $134,143-52.3% | $79,858-19.9% |
| Participation rate | 89.4% | 58.8%+30.6pp | 72.2%+17.2pp | 69.6%+19.8pp |
| Annual return | 14.84% | 19.01%-4.2pp | 36.33%-21.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,250 | $1,321+70.3% | $3,704-39.2% | $2,471-8.9% |
| Participant deferral / active EE | $6,962 | $2,420+187.7% | $3,499+99.0% | $3,740+86.1% |
| Admin fee / account holder | $12 | $3,984-99.7% | $6,684-99.8% | $5,306-99.8% |