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 9-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 | $4,809 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,391 | $78,483+137.5% | $106,201+75.5% | $74,546+150.0% |
| Participation rate | 98.7% | 72.8%+25.9pp | 75.3%+23.4pp | 67.2%+31.5pp |
| Annual return | 13.30% | 15.94%-2.6pp | 116.26%-103.0pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $4,828 | $2,522+91.5% | $3,170+52.3% | $2,624+84.0% |
| Participant deferral / active EE | $9,693 | $4,320+124.4% | $5,012+93.4% | $4,347+123.0% |
| Admin fee / account holder | $19 | $2,236-99.2% | $11,039-99.8% | $1,944-99.0% |