Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,561 | $50,820-51.7% | $155,567-84.2% | $77,671-68.4% |
| Participation rate | 98.3% | 63.1%+35.1pp | 78.2%+20.1pp | 70.6%+27.7pp |
| Annual return | 14.73% | 34.85%-20.1pp | 64.74%-50.0pp | 31.21%-16.5pp |
| Employer contribution / active EE | $1,961 | $1,993-1.6% | $4,674-58.0% | $2,726-28.1% |
| Participant deferral / active EE | $3,707 | $2,823+31.3% | $5,628-34.1% | $4,648-20.2% |
| Admin fee / account holder | $48 | $436-89.0% | $15,916-99.7% | $430-88.9% |