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 | $50,665 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,822 | $50,820+7.9% | $155,567-64.8% | $77,671-29.4% |
| Participation rate | 95.7% | 63.1%+32.6pp | 78.2%+17.5pp | 70.6%+25.2pp |
| Annual return | 20.49% | 34.85%-14.4pp | 64.74%-44.2pp | 31.21%-10.7pp |
| Employer contribution / active EE | $1,575 | $1,993-21.0% | $4,674-66.3% | $2,726-42.2% |
| Participant deferral / active EE | $5,891 | $2,823+108.7% | $5,628+4.7% | $4,648+26.8% |
| Admin fee / account holder | $100 | $436-77.1% | $15,916-99.4% | $430-76.8% |