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 | $120,041 |
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 | $82,261 | $86,897-5.3% | $151,611-45.7% | $64,808+26.9% |
| Participation rate | 96.8% | 87.3%+9.5pp | 87.5%+9.3pp | 71.5%+25.3pp |
| Annual return | -18.03% | -3.57%-14.5pp | 3.33%-21.4pp | 32.82%-50.9pp |
| Employer contribution / active EE | $1,946 | $4,010-51.5% | $6,166-68.4% | $2,506-22.3% |
| Participant deferral / active EE | $6,398 | $6,690-4.4% | $8,363-23.5% | $4,310+48.4% |
| Admin fee / account holder | $102 | $153-33.5% | $11,616-99.1% | $188-45.9% |