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 | $18,912 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,912 | $122,186-1.9% | $146,958-18.4% | $199,593-39.9% |
| Participation rate | 98.8% | 78.3%+20.5pp | 82.2%+16.6pp | 72.0%+26.8pp |
| Annual return | 19.04% | 30.56%-11.5pp | 418.34%-399.3pp | 34.25%-15.2pp |
| Employer contribution / active EE | $4,038 | $4,093-1.4% | $4,933-18.2% | $3,034+33.1% |
| Participant deferral / active EE | $13,574 | $8,502+59.7% | $8,070+68.2% | $5,087+166.8% |
| Admin fee / account holder | $14 | $179-92.3% | $12,998-99.9% | $269-94.9% |