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 | $99,207 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,970 | $92,055+58.6% | $106,213+37.4% | $77,643+88.0% |
| Participation rate | 95.9% | 81.0%+14.9pp | 75.3%+20.6pp | 70.6%+25.3pp |
| Annual return | 14.07% | 17.91%-3.8pp | 116.14%-102.1pp | 31.24%-17.2pp |
| Employer contribution / active EE | $5,396 | $3,367+60.3% | $3,171+70.1% | $2,726+98.0% |
| Participant deferral / active EE | $7,836 | $5,386+45.5% | $5,016+56.2% | $4,647+68.6% |
| Admin fee / account holder | $116 | $219-47.1% | $11,033-98.9% | $430-73.1% |