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 | $14,348 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,172 | $91,407-28.7% | $135,903-52.0% | $71,457-8.8% |
| Participation rate | 82.5% | 75.7%+6.9pp | 81.9%+0.6pp | 67.9%+14.6pp |
| Annual return | 19.01% | 29.90%-10.9pp | 68.23%-49.2pp | 28.85%-9.8pp |
| Employer contribution / active EE | $4,585 | $3,703+23.8% | $4,856-5.6% | $2,588+77.2% |
| Participant deferral / active EE | $9,624 | $7,092+35.7% | $7,758+24.1% | $4,289+124.4% |
| Admin fee / account holder | $54 | $1,266-95.8% | $10,762-99.5% | $1,587-96.6% |