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 | $725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,418 | $78,672+48.0% | $109,143+6.7% | $85,850+35.6% |
| Participation rate | 87.7% | 68.3%+19.4pp | 75.9%+11.8pp | 69.3%+18.3pp |
| Annual return | 13.22% | 25.09%-11.9pp | 25.75%-12.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $926 | $2,735-66.1% | $3,722-75.1% | $2,565-63.9% |
| Participant deferral / active EE | $4,721 | $3,467+36.2% | $4,653+1.5% | $3,952+19.5% |
| Admin fee / account holder | $9 | $5,469-99.8% | $6,752-99.9% | $6,260-99.9% |