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 | $107,203 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,702 | $100,227+0.5% | $169,993-40.8% | $74,419+35.3% |
| Participation rate | 96.9% | 87.3%+9.6pp | 87.0%+9.9pp | 70.7%+26.2pp |
| Annual return | 22.22% | 66.08%-43.9pp | 53.37%-31.2pp | 34.38%-12.2pp |
| Employer contribution / active EE | $2,132 | $4,263-50.0% | $6,785-68.6% | $2,637-19.2% |
| Participant deferral / active EE | $6,418 | $7,143-10.1% | $10,408-38.3% | $4,528+41.7% |
| Admin fee / account holder | $93 | $234-60.3% | $12,815-99.3% | $348-73.2% |