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 9-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 | $6,243 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,937 | $98,750-30.2% | $149,696-53.9% | $79,858-13.7% |
| Participation rate | 90.1% | 75.8%+14.3pp | 82.5%+7.6pp | 69.6%+20.5pp |
| Annual return | 30.82% | 27.43%+3.4pp | 276.60%-245.8pp | 31.71%-0.9pp |
| Employer contribution / active EE | $3,949 | $3,216+22.8% | $4,644-15.0% | $2,471+59.8% |
| Participant deferral / active EE | $8,362 | $5,680+47.2% | $6,842+22.2% | $3,740+123.6% |
| Admin fee / account holder | $53 | $6,053-99.1% | $9,309-99.4% | $5,306-99.0% |