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 | $5,737 |
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 | $71,927 | $104,475-31.2% | $159,436-54.9% | $79,386-9.4% |
| Participation rate | 83.3% | 76.6%+6.7pp | 82.8%+0.5pp | 70.7%+12.6pp |
| Annual return | 11.73% | 67.95%-56.2pp | 263.57%-251.8pp | 116.85%-105.1pp |
| Employer contribution / active EE | $3,330 | $3,417-2.5% | $4,829-31.1% | $2,427+37.2% |
| Participant deferral / active EE | $6,963 | $6,467+7.7% | $7,352-5.3% | $4,046+72.1% |
| Admin fee / account holder | $41 | $711-94.2% | $10,799-99.6% | $626-93.5% |