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 | $40,514 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,175 | $92,055-30.3% | $106,213-39.6% | $77,643-17.3% |
| Participation rate | 88.8% | 81.0%+7.8pp | 75.3%+13.5pp | 70.6%+18.2pp |
| Annual return | 11.46% | 17.91%-6.4pp | 116.14%-104.7pp | 31.24%-19.8pp |
| Employer contribution / active EE | $2,311 | $3,367-31.4% | $3,171-27.1% | $2,726-15.2% |
| Participant deferral / active EE | $4,157 | $5,386-22.8% | $5,016-17.1% | $4,647-10.5% |
| Admin fee / account holder | $58 | $219-73.5% | $11,033-99.5% | $430-86.5% |