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 | $7,960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,574 | $84,556+117.1% | $116,228+57.9% | $74,304+147.1% |
| Participation rate | 99.6% | 66.0%+33.6pp | 74.6%+25.0pp | 60.3%+39.2pp |
| Annual return | 16.55% | 18.35%-1.8pp | 90.06%-73.5pp | 29.43%-12.9pp |
| Employer contribution / active EE | $8,071 | $2,168+272.3% | $2,994+169.5% | $2,241+260.1% |
| Participant deferral / active EE | $9,990 | $3,814+161.9% | $4,953+101.7% | $3,767+165.2% |
| Admin fee / account holder | $28 | $3,792-99.3% | $11,989-99.8% | $2,969-99.0% |