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 | $33,287 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,616 | $101,499+102.6% | $147,005+39.9% | $74,546+175.8% |
| Participation rate | 89.5% | 75.5%+14.0pp | 82.2%+7.4pp | 67.2%+22.3pp |
| Annual return | 18.78% | 8732.34%-8713.6pp | 418.76%-400.0pp | 1366.03%-1347.2pp |
| Employer contribution / active EE | $3,763 | $3,811-1.3% | $4,934-23.7% | $2,624+43.4% |
| Participant deferral / active EE | $25,389 | $7,304+247.6% | $8,070+214.6% | $4,347+484.0% |
| Admin fee / account holder | $222 | $1,748-87.3% | $13,006-98.3% | $1,944-88.6% |