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 8-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 | $20,652 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,561 | $50,815-51.7% | $155,509-84.2% | $77,643-68.4% |
| Participation rate | 98.3% | 63.1%+35.1pp | 78.2%+20.1pp | 70.6%+27.7pp |
| Annual return | 14.73% | 34.80%-20.1pp | 64.67%-49.9pp | 31.24%-16.5pp |
| Employer contribution / active EE | $1,961 | $1,993-1.6% | $4,672-58.0% | $2,726-28.0% |
| Participant deferral / active EE | $3,707 | $2,822+31.4% | $5,626-34.1% | $4,647-20.2% |
| Admin fee / account holder | $48 | $437-89.0% | $15,912-99.7% | $430-88.9% |