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 | $111,810 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,299 | $129,021-13.0% | $184,203-39.0% | $77,643+44.6% |
| Participation rate | 97.3% | 87.3%+10.0pp | 86.8%+10.5pp | 70.6%+26.8pp |
| Annual return | 16.36% | 33.27%-16.9pp | 28.81%-12.4pp | 31.24%-14.9pp |
| Employer contribution / active EE | $2,175 | $4,413-50.7% | $6,427-66.2% | $2,726-20.2% |
| Participant deferral / active EE | $6,579 | $7,297-9.8% | $9,131-28.0% | $4,647+41.6% |
| Admin fee / account holder | $99 | $254-61.1% | $13,901-99.3% | $430-77.0% |