Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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 | $15,956 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,679 | $76,407-41.5% | $150,298-70.3% | $82,448-45.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.74% | 39.99%-24.3pp | 62.79%-47.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,357 | $2,614+28.4% | $4,154-19.2% | $2,551+31.6% |
| Participant deferral / active EE | $3,061 | $3,214-4.8% | $5,453-43.9% | $4,139-26.1% |
| Admin fee / account holder | $285 | $6,352-95.5% | $14,116-98.0% | $7,234-96.1% |