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 | $57,464 |
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 | $32,549 | $47,722-31.8% | $82,719-60.7% | $64,808-49.8% |
| Participation rate | 88.6% | 67.6%+21.0pp | 72.6%+16.0pp | 71.5%+17.1pp |
| Annual return | -18.13% | -13.05%-5.1pp | 701.18%-719.3pp | 32.82%-51.0pp |
| Employer contribution / active EE | $1,383 | $2,179-36.5% | $3,009-54.0% | $2,506-44.8% |
| Participant deferral / active EE | $1,333 | $3,329-60.0% | $4,395-69.7% | $4,310-69.1% |
| Admin fee / account holder | $92 | $143-35.3% | $5,329-98.3% | $188-50.8% |