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 | $16,813 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,175 | $71,883-55.2% | $86,677-62.9% | $68,494-53.0% |
| Participation rate | 99.0% | 72.2%+26.7pp | 76.6%+22.4pp | 67.9%+31.1pp |
| Annual return | -18.38% | 3.52%-21.9pp | 35.91%-54.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,906 | $2,173-12.3% | $2,836-32.8% | $2,596-26.6% |
| Participant deferral / active EE | $3,318 | $3,779-12.2% | $4,656-28.7% | $4,027-17.6% |
| Admin fee / account holder | $95 | $6,112-98.4% | $7,493-98.7% | $5,403-98.2% |