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 | $23,429 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,217 | $86,286-52.2% | $111,297-63.0% | $85,850-52.0% |
| Participation rate | 94.9% | 73.3%+21.6pp | 77.3%+17.6pp | 69.3%+25.6pp |
| Annual return | 16.83% | 19.99%-3.2pp | 54.65%-37.8pp | 318.53%-301.7pp |
| Employer contribution / active EE | $1,741 | $2,043-14.8% | $2,731-36.3% | $2,565-32.1% |
| Participant deferral / active EE | $2,842 | $3,641-21.9% | $4,487-36.7% | $3,952-28.1% |
| Admin fee / account holder | $135 | $8,188-98.3% | $7,964-98.3% | $6,260-97.8% |