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 | $5,932 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $330,844 | $132,049+150.5% | $200,582+64.9% | $74,304+345.3% |
| Participation rate | 98.6% | 84.1%+14.5pp | 86.9%+11.7pp | 60.3%+38.3pp |
| Annual return | 17.44% | 22.22%-4.8pp | 42.33%-24.9pp | 29.43%-12.0pp |
| Employer contribution / active EE | $9,948 | $4,558+118.3% | $6,419+55.0% | $2,241+343.9% |
| Participant deferral / active EE | $15,110 | $7,213+109.5% | $9,331+61.9% | $3,767+301.1% |
| Admin fee / account holder | $29 | $2,405-98.8% | $16,305-99.8% | $2,969-99.0% |